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The U.S. Treasury Comeback

Oct 23, 2026·Pascale's Perspective

Fed Hikes Rates for the First Time Since 2023: Unanimous Decision; Warsh: "Inflation is Too High and Has Been For Too Long"

Sep 18, 2026·Pascale's Perspective

10-Year Treasury Near 5%, Diesel Over $6/Gallon, "Bond Vigilantes Are Demanding Term Premium," PPI/CPI Data "Clinches" Fed Hike Next Week

Sep 11, 2026·Pascale's Perspective

September FOMC: To Hike or Not to Hike?

Sep 4, 2026·Market Analysis

Fed Chair Warsh's Speech at Jackson Hole This Morning: Markets Get Clarity: "Price Stability is Not Self-Executing, Nor is Inflation Necessarily Mean-Reverting. It is the Fed's Job to Deliver Stable Prices."

Aug 28, 2026·Pascale's Perspective

The Yen at a 40-Year Low: Why Washington Cares

Aug 13, 2026·Market Analysis

From Crisis to Cranes: Two SF Developers on Building Through Uncertainty

Aug 5, 2026·The Landscape Podcast

"You're Out of Business in a Decade": The 3 Levels of AI Adoption in CRE with Eric Migicovsky

Jul 13, 2026·The Landscape Podcast

Who Pays for the Runway? The New Capital Structuring America's Aviation Deals

Jul 10, 2026·Market Analysis

Capital Reserved For the Exceptional

About George Smith Partners

Latest Insights

Capital Reserved
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