Pimco Expects Elevated Term Premium, Says Bonds Attractive

Published on August 24, 2026

The 30-year U.S. yield has risen to levels not seen in almost two decades.

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AI In Your Backyard: The Water and the Wires

August 23, 2026
Artificial intelligence is the topic of the day. This week we will look at the actual pushback on the infrastructure surrounding AI, and next week we will look at whether AI in fact is going to kill jobs or create jobs (Hint: it will do both. Just like steam engines and automobiles.)

Juicy Yields Draw Junk Bond 'Tourists' To High-Grade AI Debt

August 24, 2026
In secondary markets, high-grade notes from companies like Oracle and SpaceX are trading at junk-like yields.