Fixed Income Market Insights
Our latest insights on bond market activity
From the Desk of David Loesch – May 28, 2026
Investors are buying munis into the spike. Here’s what’s driving it.The SignalSomething unusual is happening in the municipal bond market.Yields have climbed sharply since the Iran conflict began — and yet investors keep buying. Muni funds have attracted more than $38...
From the Desk of David Loesch – May 21, 2026
Tuesday morning, 10-year Treasury yields fell 10 basis points to 4.57% in a single session. Thirty-year yields dropped to 5.11%.
From the Desk of David Loesch | May 14, 2026
April CPI came in at 3.8% year-over-year — the fastest pace since 2023 — and the bond market noticed. Long-dated Treasury yields are pushing toward 5%, the Fed’s internal consensus is fracturing, and the rate-cut timeline the market was pricing just weeks ago has been quietly shelved.
Read our latest musings about actions and events affecting the investment landscape.
Video: DRL Market Commentary and What Moves Interest Rates
Duration: 2:48
Transcript: With over three decades of doing one thing, we believe we can provide valuable insight on what’s going on in the bond markets. And if you are listening to this and if you’re signed up on our lists, you receive various data points from us. We typically send out something every Thursday.