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The Bond Bro
The Dispatch

What the bond market is
pricing before the open.

Twenty years of daily institutional market commentary — internal briefings, desk analysis, built from five Bloomberg terminal screens every morning — before most people had finished their coffee. The Dispatch is the first time any of it has been public. Five days a week. This product does not exist anywhere in the retail market at any price.

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20+
Years Daily Market Commentary
CFA
Charterholder
Morning Notes Per Week
$0
Free Tier — Always
The Product

Institutional bond market analysis. Made public.

Every morning, before the equity market opens, the bond market has already priced in what most investors won't figure out until afternoon. Sovereign yields. Credit spreads. The full US yield curve. What the institutional news flow is signaling.

For twenty years, this was internal. Daily market commentary written for institutional audiences — portfolio managers, traders, analysts. Not public. Not available. Not retail.

The Dispatch changes that. The same Bloomberg terminal stack, the same analytical framework, the same institutional fixed income lens — five days a week, in your inbox before the open.

"This product does not exist anywhere in the retail market at any price."

The demographic that reads Bloomberg Professional pays $24,000 per year for access to the data. The morning note delivers the institutional read on that data — without the terminal cost, without the institutional barrier to entry.

The Bloomberg Morning Stack — Five Screens
WB
World Bond Markets Sovereign yields across US, Europe, Japan — where institutional capital is moving overnight
BAML
Credit Spread Monitor ICE BofA High Yield OAS and IG OAS — the credit risk thermometer
BTMM
Bloomberg Treasury Monitor Full US yield curve — the most important chart in markets
TOP
Top Institutional News Bloomberg news filter — what institutional investors are reading
ECOW
Economic Calendar Week's data releases — what moves the bond market this week
Publication Cadence

Every week.
Every trading day.

Monday
Morning Note
Full five-screen Bloomberg stack. Sovereign yields, credit spreads, yield curve, institutional news, and economic calendar for the week ahead.
Premium
Tuesday
Morning Note
WB + BAML + TOP. Three screenshots plus one desk observation. What changed overnight and what it means for the day's positioning.
Premium
Wednesday
Morning Note + Written Analysis
Daily note plus companion written analysis to the most recent video. Published within 48 hours of upload.
Premium + Free
Thursday
Morning Note
WB + BAML + TOP. The week's thesis tested against three more days of data. What's holding and what's breaking down.
Premium
Friday
Morning Note + Friday Recap
Daily note plus the Friday Recap — how the week's thesis held against the data. Drops at noon EST.
Premium + Free
Sunday Evening
Sunday Setup
Week ahead framework — rate picture, geopolitical setup, key data calendar. Free tier.
Ongoing
Video Viewer Briefings
One-page institutional PDF briefing for every video. Key numbers, mechanism, three things to watch. Free to all subscribers.
Pricing

Two tiers.
One standard.

Free Tier
The Dispatch
Free Always free — no credit card required
  • Sunday Setup — week ahead framework, rate picture, geopolitical setup
  • Wednesday Written Analysis — companion to most recent video
  • Friday Recap — how the week's thesis held, drops at noon EST
  • Viewer Briefing PDFs — institutional one-pagers for every video
  • Access to full archive of past editions
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The Opportunity

The most valuable demographic in financial media.

The Bond Bro audience — financially literate, professionally experienced, 35-65 male, high net worth skewing — commands CPMs of $80-200+ versus $30-50 for general finance content.

Bloomberg Professional subscribers pay $24,000 per year for the same data infrastructure The Dispatch is built on. The morning note delivers that institutional read at a fraction of the cost — without the terminal, without the barrier.

The Dispatch Premium is priced at $29.99 per month. The institutional equivalent is $2,000 per month. The gap is the value proposition.

$80–200+
CPM for this audience vs $30–50 general finance
$24K
Bloomberg Professional annual cost for the same data
5K
Free subscriber target — year end 2026
$2–4M
Valuation potential at 5x–8x revenue
Recent Editions

What's been
in the inbox.

Written Analysis
What the Big Banks Just Told the Bond Market
Read →
Morning Note
Yields Closed Friday Near Three-Week Lows
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Morning Note
The Bond Bro Dispatch — Tuesday Morning Note
Read →
Morning Note
The Dispatch — Thursday Morning Note
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Morning Note
The Dispatch — Wednesday Morning Note
Read →
Full Archive
Browse All Past Editions of The Dispatch
dispatch.thebondbro.com →

Start with free.
Upgrade when you're ready.

The free tier is genuinely valuable — Sunday Setup, Written Analysis, Friday Recap, and every viewer briefing PDF. No credit card, no obligation.

Free tier always free. Upgrade to Premium at dispatch.thebondbro.com