Debt Desk — Debt Desk — September 29, 2026: Trade Friction, Election Security and a Harder Rate Reset
A U.S. ban on Canadian imports raises trade tension, military cyber forces join election protection, and Iran diplomacy continues as oil rises. Debt Desk examines Monday’s Treasury selloff, firmer SOFR, selective construction lending and execution across banks, life companies, CMBS, debt funds and the agencies.
The skinny
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