Debt Desk — Debt Desk — September 26, 2026: A Hormuz Offer, Election Rulings and Selective Credit
Iran proposes a seven-day route to reopen the Strait of Hormuz, Xi promises two more meetings with Trump, and the Supreme Court reshapes election administration. Debt Desk examines a mixed Treasury curve, firmer SOFR, a $310 million apartment construction loan and lender appetite across private credit, life companies, CMBS and the agencies.
The skinny
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