Insights
Analysis and perspectives on the global economy and markets from Modern Capital
The Name Is Bond: Exit Ramps, Reversals, and the Market That Moved Trump
Trump blinked—but it wasn’t diplomacy that forced his hand. The bond market called the shots. Dive into our latest macro commentary on tariffs, tactical pivots, and why fixed income just became the loudest voice in the room.

Market Commentary
The Name Is Bond: Exit Ramps, Reversals, and the Market That Moved Trump
Trump blinked—but it wasn’t diplomacy that forced his hand. The bond market called the shots. Dive into our latest macro commentary on tariffs, tactical pivots, and why fixed income just became the loudest voice in the room.

Market Commentary
The Name Is Bond: Exit Ramps, Reversals, and the Market That Moved Trump
Trump blinked—but it wasn’t diplomacy that forced his hand. The bond market called the shots. Dive into our latest macro commentary on tariffs, tactical pivots, and why fixed income just became the loudest voice in the room.

Market Commentary
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