<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>Capital Finance Bureau</title><link>https://capitalfinancebureau.com/</link><description>Capital Finance Bureau publishes research, analysis and reporting on capital markets, private credit, interest rates and commercial real estate finance.</description><language>en-us</language><item><title>After the Fed's First Hike Since 2023, Credit Is Being Repriced From the Top Down</title><link>https://capitalfinancebureau.com/news/fed-hike-credit-repricing/</link><guid>https://capitalfinancebureau.com/news/fed-hike-credit-repricing/</guid><pubDate>Wed, 30 Sep 2026 12:00:00 GMT</pubDate><description>The policy rate moved a quarter point. Two-year and 10-year Treasury yields each rose about half a point in September. Here is how the move travels through the credit markets.</description><category>Rates &amp; Policy</category></item><item><title>Reading the Curve: A Steady Month-End Spread Hid a Volatile September</title><link>https://capitalfinancebureau.com/news/reading-the-curve-september-treasury-yields/</link><guid>https://capitalfinancebureau.com/news/reading-the-curve-september-treasury-yields/</guid><pubDate>Wed, 30 Sep 2026 12:00:00 GMT</pubDate><description>The gap between 10-year and 2-year Treasury yields ended September almost where it began. In between, it was cut in half and then rebuilt. The path matters for anyone pricing credit.</description><category>Capital Markets</category></item><item><title>Who Lends to Commercial Real Estate Now</title><link>https://capitalfinancebureau.com/news/who-lends-to-commercial-real-estate-q2-2026/</link><guid>https://capitalfinancebureau.com/news/who-lends-to-commercial-real-estate-q2-2026/</guid><pubDate>Wed, 30 Sep 2026 12:00:00 GMT</pubDate><description>Debt funds and other alternative lenders closed 38% of non-agency commercial real estate loans in the second quarter, CBRE data show. Banks gained ground; CMBS lost it.</description><category>CRE Finance</category></item><item><title>The Rate Shock Playbook for Bridge Lenders</title><link>https://capitalfinancebureau.com/news/rate-shock-playbook-bridge-lenders/</link><guid>https://capitalfinancebureau.com/news/rate-shock-playbook-bridge-lenders/</guid><pubDate>Wed, 30 Sep 2026 12:00:00 GMT</pubDate><description>A higher-for-longer rate path changes three things at once for short-term real estate lenders: what their capital costs, how their borrowers exit, and how long loans stay on the books.</description><category>Private Credit</category></item><item><title>Reading the Fed: A Lender's Calendar for 2026–27</title><link>https://capitalfinancebureau.com/news/fed-calendar-2026-2027-guide/</link><guid>https://capitalfinancebureau.com/news/fed-calendar-2026-2027-guide/</guid><pubDate>Wed, 30 Sep 2026 12:00:00 GMT</pubDate><description>Every scheduled Federal Reserve policy meeting through 2027, which ones come with new economic projections, and what each release can move.</description><category>Rates &amp; Policy</category></item></channel></rss>