My latest weekly note (one of the two links below) covers what is en even more interesting economic and market backdrop: strong U.S. data and yield moves contrasting with political jawboning on the Fe
https://t.co/KoCv0SVFGy
What changed
https://t.co/KoCv0SVFGy
https://t.co/FtIATh1VAH
#economy #markets — via @elerianm
Why it matters
Strong U.S. data, yield volatility, and Fed political pressure signal major bond market shifts.
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Sep 06, 2026 03:54 PM ET