08.10.2026
The Yen is Wayward… but Investors Carry On
After reaching nearly ¥164 per dollar, its weakest level in roughly four decades, the yen had become a source of…
Despite the U.S. economy’s impressive growth in recent decades, the federal government currently faces elevated borrowing costs to fund its persistent budget deficits. While current bid-to-cover ratios remain robust in absolute terms, a declining trend in shorter maturities could represent one early warning sign that the traditional investor base demand is waning.
This newsletter examines the Treasury’s challenge of balancing funding costs with market demand and potential fiscal and monetary policy implications.
Read > Treasury Market Creates a Balancing ActThe opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.
08.10.2026
After reaching nearly ¥164 per dollar, its weakest level in roughly four decades, the yen had become a source of…
08.03.2026
In the cinematic masterpiece Rocky IV, Rocky gets dazed by his opponent, Captain Ivan Drago, and complains that he sees…
07.24.2026
This video is a recording of a live webinar held July 23 by Marquette’s research team analyzing the first half…
07.22.2026
The usual midyear version of these letters has touched on year-to-date performance as well as the most influential macroeconomic and…
06.25.2026
Commodities represent a unique asset class within global financial markets. Like equities and bonds, commodity prices are influenced by the…
06.15.2026
The rapid buildout of artificial intelligence infrastructure is reshaping the U.S. investment landscape. According to recent Census Bureau data, spending…
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