Treasury’s Long-Bond Relief Could Bring a Faster Refinancing Cycle
Treasury’s larger long-end buybacks can improve trading today. PN follows the actual cash payments, September maturity data, and replacement-financing...
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Treasury’s larger long-end buybacks can improve trading today. PN follows the actual cash payments, September maturity data, and replacement-financing...
Connected ArticleAggregate reserves can support rate control while funding conditions differ by institution. PN examines October research, overnight-rate distributions...
Connected ArticleTariff refunds can pass through importers to claim buyers, vendors, and employees. PN follows the cash and accounting in three company disclosures to ...
Connected ArticleTreasury clearing deadlines are approaching. PN examines who gains from netting and cross-margining, how access and funding terms shape the benefits, ...
Connected ArticleThe United States finished fiscal 2026 with a $1.992 trillion deficit. Net interest accounted for $1.052 trillion of it. I break down the budget, the ...
Connected ArticleSeptember CPI rose 0.6% for the month and 3.7% over the year, with gasoline responsible for more than half the monthly increase. I connect the report ...
Connected ArticleSenate energy and environment leaders introduced the Bipartisan American Affordability and Jobs Act on September 30, 2026, a permitting package aimed ...
Connected ArticleA new ECOnorthwest and University of Virginia assessment, reported by Oregon outlets and presented to state advisers, puts Oregon data centers at abou...
Connected ArticleThe Federal Reserve just raised the federal-funds target to 3.75%–4.00% while the 10-year Treasury closed at 5.01%, the 30-year at 5.35%, and the real...
Connected ArticleEPA Administrator Lee Zeldin signed a final partial repeal of the 2024 Carbon Pollution Standards for fossil-fuel power plants and paired it with a pr...
Connected ArticleAugust CPI rose 0.4% on the month and 3.4% from a year earlier, while core CPI rose a hotter-than-expected 0.3% even as its annual rate eased to 2.4%....
Connected ArticleCalifornia lawmakers reached a late-August compromise on data-center energy legislation as AI infrastructure growth collides with utility-bill politic...
Connected ArticleTreasury said it will raise maximum liquidity-support buybacks in the 10-to-20-year and 20-to-30-year nominal coupon sectors from $2 billion to at lea...
Connected ArticleSecuritize and Neuberger launched the Neuberger Securitize High Income Tokenized Fund, or HINC, on August 18, 2026, with exposure to high-yield bonds,...
Connected ArticleAmazon says Prime Air plans to expand to nearly 500 U.S. cities and towns by the end of 2026, a sixfold increase from its current footprint. The verif...
Connected ArticleJapan's 2026 yen intervention was enormous, but Federal Reserve balance-sheet data show FIMA was not used to fund it. That may be the more important f...
Connected ArticleReal GDP slowed to a 1.5% annual rate in Q2 2026, but the private domestic economy accelerated to 3.9% while nominal GDP grew 7.9%. This Pattern Nexus...
Connected ArticleA full Pattern Nexus reconstruction of U.S. and global oil inventories from the 1970s through the 2026 war shock, including original regressions, depl...
Connected ArticleThe old petrodollar was built around imported oil, dollar invoicing, military protection, and the recycling of global surpluses into American assets. ...
Connected ArticleThe June 16–17 FOMC minutes, released July 8, show a Fed that held rates steady but removed the easy easing bias. The deeper signal is that inflation ...
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