INFLATION
July CPI: A Clean Inline Print, Disinflation Trend Intact
Cooling shelter kept July CPI in line and the disinflation trend intact.
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OASIVE RESEARCH
Fixed-income research, on demand.
Daily and weekly macro briefs, FOMC and economic-release notes, housing work, and specialist agency MBS research in one editorial workflow.
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LATEST RESEARCH
Selected public reports.
Concise previews from Oasive Research, each published at a permanent URL for reference and sharing.
TREASURY
Treasury Quarterly Refunding Update — August 2026
Treasury held auction sizes steady; larger coupons may arrive in early 2027.
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FOMC: Hawkish Hold, Dissents Flip to the Hike Side
Three hike dissents gave the Fed's rate hold a distinctly hawkish tilt.
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Every brief on the desk, on your schedule.
Subscribe to scheduled public research or generate specialist analysis on demand across the fixed-income workflow.
01 · MACRO & RATES
Daily and weekly public macro research, event notes, and scheduled commentary for the broader fixed-income desk.
01
Daily Macro Update
Concise recap of the latest trading session with rates, curve, inflation, and risk appetite in one desk-ready brief.
02
Weekly Macro Update
Cross-asset weekly review covering rates, growth, inflation, positioning, and the policy calendar ahead.
03
FOMC Update
Decision recap, vote split, policy path, SEP changes, and market implications immediately after the release.
04
Housing Report
Housing starts, affordability, mortgage rates, and supply signals framed for fixed-income investors.
05
Inflation Update
CPI, PPI, and PCE releases synthesized into trend, surprise, and policy-relevance signals.
06
Labor Market Update
Payrolls, wages, revisions, and participation brought together with implications for rates and credit.
02 · AGENCY MBS
Specialist research available through the Agency MBS Platform, built around collateral analysis, positioning, supply, and valuation.
07
Monthly MBS Market Update
Agency MBS spreads, issuance, coupon performance, and supply-demand context in one specialist report.
08
Cross-Agency Prepayment Report
Speeds by coupon, WALA, loan size, and cohort with month-over-month changes and interpretation.
09
Net Issuance Tracker
Gross and net issuance across Fannie, Freddie, and Ginnie with coupon and program detail.
10
MBS Demand & Flow Monitor
Buyer base shifts across banks, dealers, funds, REITs, and overseas accounts against net supply.
11
Bank Positioning Tracker
Bank demand by institution type, hedge stance, and implications for coupon and basis performance.
12
Delinquency Trends
Early-stage and serious delinquency snapshots across agency cohorts, vintages, and loan characteristics.