The Bond Bro — The Dispatch

The Bond Bro — The Dispatch
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Institutional fixed-income macro, read cold off the desk. Curve, duration, supply, and credit — the four pressure points that move the long end — decoded before the open. Built for senior allocators, risk officers, and PMs who want the desk read without the doom-tourism. CFA-grade analysis, no engagement bait.

Episodes

  1. Jun 22

    Same Liquidity, Spent Twice

    The Fed held rates unanimously and Warsh declined to submit projections. The market didn't read that as a pause — it read it as the end of forward guidance, and repriced the curve accordingly. This episode walks the bear-flattener that followed: front ...

  2. Jun 20

    What Warsh Killed

    Warsh's first press conference confirmed the thesis we ran for a month: his opening act as Chair wasn't a rate move — it was killing forward guidance. No dots. A stripped-down policy statement. Five task forces. A unanimous hold delivered with delibera...

  • 2 Episodes

About

Institutional fixed-income macro, read cold off the desk. Curve, duration, supply, and credit — the four pressure points that move the long end — decoded before the open. Built for senior allocators, risk officers, and PMs who want the desk read without the doom-tourism. CFA-grade analysis, no engagement bait.

Information

  • Creator
    The Bond Bro — The Dispatch
  • Years Active
    2026
  • Episodes
    2
  • Rating
    Clean
  • Copyright
    © 2026 The Bond Bro — The Dispatch
  • Show Website
    The Bond Bro — The Dispatch