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Kevin Warsh

In network coverage since August 18, 2026 · 16+ stories

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Kitces publishes Clearnomics' seven charts for Q3 client conversations

The quarter the deck covers included a 10-year Treasury yield that touched 5.30%, the Fed's first rate hike in three years, and the S&P 500's 27th record high of 2026.

debt · Sep 28Treasury yields hit 19-year highs, repricing CRE debt and development

the_wrap · Sep 20Warsh's quarter point sorts CRE owners faster than it reprices them

general_account · Sep 17Higher yields arrive as the premium flow slows

capital · Sep 16The Fed repriced duration, and the refinancing wall got longer

debt · Sep 16The Fed's dot plot carries the underwriting news

capital · Sep 16A 5 percent 10-year sorts CRE buyers from CRE bystanders

active · Sep 2AGZD finally gets a market built for its zero-duration design

portfolio · Sep 1The 30-Year's 5% Regime Is the New Baseline

the_tape · Sep 1State Street's summer inflows favor cheap stocks and a gold hedge

debt · Aug 31The maturity wall just turned into a rates problem

direct_lending · Aug 27BSP tells lenders to underwrite a wider rate path

debt · Aug 26LifeComps leans on income as duration shortens

allocators · Aug 21Morgan Stanley: CRE repricing is done, the base is forming

the_tape · Aug 19CSHI's case grows as 30-year yield hits 5.31%

active · Aug 18Leveraged Treasury ETFs: a two-sided bet with a timing tax

Kevin Warsh

Kitces publishes Clearnomics' seven charts for Q3 client conversations

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