Debt Desk

185 Episodes

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Debt Desk — Debt Desk — October 29, 2026: Election Risk and a Higher Long End

2026-10-2915:55

U.S. warnings over possible new Iran strikes, the war’s rising cost, a California ballot ruling, the final midterm campaign push, Israel’s unsettled election and the Oleshky ceasefire lead the national brief. Debt Desk covers the Fed hold, the latest Treasury curve and SOFR, fresh bank construction lending, selective private credit, wider CMBS execution, agency activity and FHA’s expanded multifamily lane.

Debt Desk — Debt Desk — October 28, 2026: An Unsettled Vote and a Selective Credit Market

2026-10-2816:11

Israel’s inconclusive election, the final U.S. campaign sprint, energy policy, consumer confidence and the Oleshky ceasefire lead the national brief. Debt Desk covers the latest Treasury curve and SOFR, fresh bank and debt-fund deals, widening CMBS execution, agency activity and FHA’s expanded multifamily lane.

Debt Desk — Debt Desk — October 27, 2026: Ceasefire Test, Israel Votes and Credit Diverges

2026-10-2715:33

A localized ceasefire in Ukraine, Israel’s pivotal election, Iran’s midterm impact and a presidential tanker visit lead the national brief. Debt Desk covers the latest Treasury curve and SOFR, fresh bank and private-credit deals, the changing CMBS market, multifamily refinance pressure, and execution across agencies and FHA.

Debt Desk — Debt Desk — October 26, 2026: Flood Watches, Election Sprint and Fed Week

2026-10-2616:53

The Tallahassee shooting investigation, continued Four Corners flooding, the closing midterm push and urgent Iran diplomacy lead the national brief. Debt Desk covers the latest Treasury curve and SOFR, Friday’s financing tape, lender execution across banks, life companies, CMBS and debt funds, and the week’s Fed decision.

Debt Desk — Debt Desk — October 25, 2026: Stadium Gunfire, Flood Risk and the Fed Week Ahead

2026-10-2514:50

A shooting near a Florida football stadium, dangerous Four Corners flooding, the final midterm push and a difficult Ukraine peace track lead the national brief. Debt Desk covers the latest Treasury curve and SOFR, multifamily refinancing, CMBS pressure, agency and FHA lending, and what to watch from the Federal Reserve.

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