Jason Van Steenwyk

The $1.2 Trillion Pipe Being Rebuilt

Jun 11, 2026

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5 min read

How Banks Lend Without Lending

Jun 10, 2026

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4 min read

How $55B in Pensions Rotates Out

Jun 9, 2026

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5 min read

Why Japan Is Selling Treasuries

Jun 8, 2026

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5 min read

How the Fed's Cuts Stopped Short

Jun 5, 2026

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4 min read

How Private Credit Gates Trap Capital

Jun 4, 2026

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5 min read

Why Profitable Buildings Default

Jun 3, 2026

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4 min read

Why Tariffs Fell During a Trade War

Jun 2, 2026

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4 min read

What Broke Treasury Markets Twice

Jun 1, 2026

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5 min read

How Barrels Turn Into Inflation

May 29, 2026

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5 min read

What $2.8 Billion a Day Pays For

May 28, 2026

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5 min read

The Fed Shifted Before Warsh Arrived

May 27, 2026

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4 min read

Nvidia Just Reported $81.6 Billion In Revenue. Here's Why The Whole Market Was Watching.

May 26, 2026

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4 min read

What The US-China Summit Resolved, What It Didn't, And Why Markets Reacted The Way They Did

May 25, 2026

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3 min read

Treasury Yields Just Hit Their Highest Level Since 2007. Here's What That Actually Means.

May 22, 2026

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4 min read

The Warsh Fed Is Here. The Regime Change Has Begun.

May 21, 2026

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5 min read

The Great AI Investment Boom Has A Productivity Problem

May 20, 2026

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4 min read

S&P 500 Companies Are Keeping More Of Every Dollar They Make Than Ever Before

May 19, 2026

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4 min read

The Labor Market Looks Stable On The Surface. Underneath It, Something Is Shifting.

May 18, 2026

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4 min read

What's Happening In Private Credit Right Now Is Worth Paying Attention To

May 15, 2026

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3 min read

The Jobs Numbers That Nobody Quite Knows How To Read

May 14, 2026

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3 min read

Markets Hit Record Highs While Everything Felt Uncertain. That's Not A Contradiction.

May 13, 2026

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3 min read

What A Fracturing Fed Is Quietly Telling Us About Where Things Stand

May 12, 2026

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3 min read

Americans Feel Okay About Jobs. They're Worried About Everything Else.

May 11, 2026

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4 min read

The Currency Debasement Cycle

May 7, 2026

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6 min read