Valuation Analyst

Sep 18, 2026 · bearish

(https://www.marketwatch.com/story/why-mortgage-bonds-are-set-to-deteriorate-and-possibly-hit-the-whole-market-according-to-this-wall-street-expert-0dd7f05d?mod=mw_rss_topstories) as the yield curve flattens—a dynamic the market hasn't priced into private credit valuations yet. The 10Y sits at 4.94% while the 2Y is at 4.67%, a 27bp spread that's tight by any historical standard.

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