A Daily Network publication

other

Kevin Warsh

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

PWD coverage

debt

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

The 10-year touched 5.1 percent and the 30-year 5.4 percent on Sept. 23, a week after the Fed raised its policy rate to a 3.75%-4% range.

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

active · Aug 18Direxion's leveraged Treasury ETFs offer a two-horizon Fed trade