Fixed Income | LedgerTouch Intelligence

The Yield Curve Is Back to Normal, and Your Portfolio Isn't Ready

The 10Y-2Y spread at 56 bps and high-yield OAS near 3.2 indicate a market pricing better term structure while still rewarding lower credi...

Investors currently face a financial environment where the nominal return on a bond no longer tells the full story. To find the true valu...

The credit markets in early 2026 present a study in contrasting signals. While the broader economic narrative suggests a cooling of the g...

Recent FRED prints show the 30Y-10Y Treasury differential still hovering above 50 basis points, a reminder that the long end now demands ...