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Latest Issues

Consumers' inflation expectations hit a five-month high. The market's hit a seven-week low.

Oct 12, 2026

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11 min read

Consumers' inflation expectations hit a five-month high. The market's hit a seven-week low.

A survey print lifted the two-year five basis points and took two off the ten-year breakeven; Cloudflare cut its scoring model 58% and broke a read we published five days ago; and the IEA asked members for more diesel in the first statement since March that names no barrel count.

Nexas Edge Brief

Overnight money is below the Fed's floor. One-month money is 24 basis points above it.

Oct 9, 2026

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11 min read

Overnight money is below the Fed's floor. One-month money is 24 basis points above it.

A soft $110 billion bill auction pushed the one-month 24 basis points over IORB while the ten-year rallied; Anthropic halved its cache-read multiplier and bent the price ladder; and the G7's hundred million barrels turn out to be March's.

Nexas Edge Brief

The ten-year hit a 2002 high and the inflation market never moved

Oct 7, 2026

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8 min read

The ten-year hit a 2002 high and the inflation market never moved

Forty-eight basis points on the ten-year and one of them was inflation; Mistral's trillion-parameter model is cheap where it writes and dear where it remembers; and the EIA raised its oil forecast $14 with the G7's hundred million barrels left out.

Nexas Edge Brief

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