by DRL Group | Mar 3, 2026 | Chasing Yields
The current geopolitical environment is putting unusual pressure on U.S. Treasuries. Traditionally, geopolitical crises trigger a “flight to safety,” pushing Treasury prices higher (and yields lower). However, the war with Iran and related Middle East tensions,...
by DRL Group | Feb 25, 2026 | Chasing Yields
Concerns about private equity investing escalated this month when Blue Owl Capital, a private equity management firm, restricted investor withdrawal requests from its private credit fund (OBDCII) after selling $1.4 billion in assets to meet those demands. This action...
by DRL Group | Feb 19, 2026 | Chasing Yields
As we start an abbreviated week in the market, investors will be closely monitoring the release of the FOMC minutes for insights into the Federal Reserve’s monetary policy stance. In addition, a delayed release of November and December housing figures, along with...
by DRL Group | Feb 12, 2026 | Chasing Yields
Now that the President has nominated Kevin Warsh to be Chairman of the Federal Reserve, the discussion begins about the influence he will have on the Board and the direction of interest rates in the coming months. Despite all the rhetoric, there is a process he must...
by DRL Group | Feb 5, 2026 | Chasing Yields
In addition to this week’s ADP private-sector employment report for January, traders will be closely monitoring an announcement from the Treasury Department regarding the potential increase in future auction sizes, particularly for long-term borrowing. As of year-end...
by DRL Group | Jan 30, 2026 | Chasing Yields
This week, the Federal Reserve Committee elected to keep the Fed Funds Rate the same. Chairman Powell indicated there was broad approval from the Board to leave rates neutral. In his press conference, Chairman Powell said that: Job Market: Unemployment is stable after...
