Economic & Financial Markets.
The economics desk follows repricing events and the channels that transmit them: sovereign-scale collateral moving onto new rails, municipal reassessment moving into operators' cash positions, and the credit and rate signals that mark who absorbs the adjustment and on whose timetable.
Sovereign-scale collateral on new rails, municipal reassessment, and the credit and rate signals that mark who absorbs the adjustment.
PUBLISHED WHEN THE EVIDENCE SUPPORTS A JUDGMENT.
Not inverted, and not steep. The flattest normal curve in two decades.
Ten-year Treasury yield minus two-year, month-end. The curve inverted on 6 July 2022, stayed inverted for about 25 months, bottomed at -1.08 points on 3 July 2023, and turned positive on 27 August 2024. It has not printed negative since 5 September 2024. At +0.43 it is positive but historically flat, and 10 basis points flatter than a year ago.
Every report this desk has published.
AIG-MUN · MUNICIPAL REPRICING AND CORRIDOR ECONOMICS. THE PREFIX RECORDS THE LANE; THE DESK CODE IS ECO.
| NO. | DATE | REPORT | STATUS |
|---|---|---|---|
| AIG-ECO-26-001 | 2026-09-11 | Hiking Into a Supply ShockThe G4 Tightening Week, the Bill-Demand Triangle, and Who Absorbs $100 Oil | CURRENT |
| AIG-ECO-26-002 | 2026-09-11 | The First Warsh Hike?Dissent Arithmetic, the Energy-Shock Reaction Function, and What the September Dots Say About 2027 | CURRENT |
| AIG-RIB-26-001 | 2026-09-11 | Sixty Votes, One Honest UnknownA Senate cloture test with a named threshold, clock, and public resolution source | CURRENT |
| AIG-MUN-26-001 | 2026-07-30 | The September LetterWhat Davidson County's Appeal Cycle Decides, and the 45-Day Fork Every Decision Notice Opens | CURRENT |
| AIG-BLK-26-001 | 2026-06-03 | Stablecoin Treasury LinkageWhen Private Issuers Become Sovereign Creditors and the Transmission Channel Runs Through the Deposit Bank | CURRENT |
| AIG-BLK-26-002 | 2026-06-03 | The Tokenised Treasury MigrationBUIDL, Franklin BENJI, Apollo ACRED, and the Transfer Agent Doing the Quiet Work Behind the Migration | CURRENT |
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