Debt Desk — Debt Desk — September 28, 2026: Hormuz Talks, Storm Damage and Monday’s Credit Test
Washington expects more Iran talks after rejecting Tehran’s Strait of Hormuz proposal, a nor’easter floods the Northeast, and new fuel-economy rules arrive Monday. Debt Desk examines a steep Treasury curve, firm SOFR, the newest CRE financing tape, CMBS stress and execution across banks, life companies, debt funds and the agencies.
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