09.21.2026
Let’s Make a Deal
For much of the past several years, the conventional view has been that higher interest rates and stretched valuations would…
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.
09.21.2026
For much of the past several years, the conventional view has been that higher interest rates and stretched valuations would…
09.15.2026
Over the past decade, continuation vehicles (“CV”) have become one of the fastest-growing trends in private equity. Private equity funds…
09.14.2026
There are many great things about working at Marquette Associates, but “Free Lunch Tuesday” is right at the top of…
08.24.2026
The global bond market is facing renewed pressure as investors demand higher yields to hold long-dated government debt, pushing borrowing…
08.17.2026
As a college football player struggling to put on mass, the “supersizing” deal at McDonald’s was hard to beat. For…
08.10.2026
After reaching nearly ¥164 per dollar, its weakest level in roughly four decades, the yen had become a source of…
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