A weekly assessment of U.S. Treasury liquidity, auction demand, funding conditions, dealer intermediation, and market-functioning risk, with practical implications for portfolio, treasury, and risk decision-makers.
This week’s macro brief examines slowing U.S. growth, persistent inflation, restrictive long-term yields, Treasury supply, funding liquidity, and unresolved energy risk. It identifies key cross-asset signals, regime triggers, and the indicators decision-makers should monitor during July 6–10, 2026.
