Curve flattens as the ten-year touches a one-year high · irates.today
USD rates · public disclosure only

Curve flattens as the ten-year touches a one-year high

Series through——

Daily par SOFR curves stripped from the CFTC public swap tape, swap spreads to Treasury, and forward-start swap flow. Everything here is derived and aggregated; no raw trade records or licensed data are republished. The insurers' statutory books are on the Insurers page.

The ten-year sits at 4.7508 percent, the top of its one-year range, up 79 basis points over three months and 109 over the year. The 2s10s spread has narrowed to 1 basis point from 21 a month ago, and 10s30s has gone flat from 22. Long spot swap prints running well above their 21-day average, though forward-start structures lag theirs.

The day's story may be elsewhere · Options: One-by-ten vol sits near its year's high — 1y10y normal vol at 98 bp, the 98th percentile of its year, +9 bp on the week.

Curve monitor

Par swap rates by tenor, one curve per trading day, built from spot-starting USD fixed-vs-SOFR prints on the DTCC public tape (trimmed medians, tenor-snapped). Scrub to any day; the ghost lines show one month and one year earlier where the series reaches.

fixed-float · NEWT · spot start 0–5d
IQR-trimmed median per tenor
—

Par curve, selected day

selected1m earlier1y earlier

2y · 10y · 30y par history

2y10y30y

2s10s and 10s30s, bp

2s10s10s30s

Forward-start flow

Forward-starting USD swaps on the public tape (effective date more than 10 days after execution). The deep bucket is the one insurers and pension hedgers live in: swaps starting ten or more years forward. Daily bars with a 20-day mean; the table rolls by month. Prints matching the structures insurers hold are counted in the section below.

Forward-start prints per day

daily20d mean

≥10y-forward prints per day

daily20d mean

Spot-start IRS notional traded, $bn/day

daily20d mean

Monthly roll

notional in $bn; capped prints carry the DTCC cap, so notional is a floor

Insurer-linked prints today

Today's swap prints that match the structures in insurers' Schedule DB books: decade-forward LTC hedges, 20-year-plus receive-fixed lines, bilateral jumbo hedges and uncleared long swaps. A match says the structure is the kind an insurer holds, not who traded it; the tape does not show the side. The books themselves, and the tests, are on the Insurers page.

Prints matching insurer-book structures, per day

Structures and latest counts

Method and pipeline

What runs, when, and what each stage may publish.

Capture
DTCC PPD cumulative rates file, one zip per business day; ICE Trade Vault CFTC ticker export. Both have rolling retention (≈24 months and 365 days), so the archive on disk is the only permanent copy.
cron · 07:30 weekdays
Derive
Filter to NEWT USD fixed-float, execution date = file date. Spot-start prints snap to tenor and give trimmed-median par nodes; forward-start and ≥10y-forward prints are counted and summed. One JSON row per day.
cron · 07:45 weekdays
Statutory ingest
Insurer annual and quarterly PDFs, pdftotext -layout, header-anchored column parsing for Schedule DB Parts A, B and D. Positions, fair values, counterparties, collateral by margin type.
quarterly · after filing deadline
Publish
Aggregated series only. Curves, counts and notional sums from the tape; period totals and per-insurer aggregates from the blanks. Raw prints and raw filing rows stay on the research drive.
on derive · static JSON → this page

Definitions

Par node
Median fixed rate of spot-starting prints whose maturity snaps to the tenor (within tolerance), after dropping prints outside 1.5×IQR.
Spot start
Effective date 0–5 calendar days after execution.
Forward start
Effective date more than 10 days after execution; ≥10y-forward means at least 3,652 days.
Capped print
Notional reported at the DTCC dissemination cap and flagged with "+"; the true size is larger.
Data terms. DTCC public dissemination data and ICE Trade Vault ticker data are used under their public-access terms; neither is redistributed here in raw form. NAIC statutory statements are public filings posted by the insurers themselves; figures shown are aggregates of those filings. Nothing on this page is investment advice.
Known limits. Curves are par-only and unadjusted for convexity or CCP basis. Forward-start counts include dealer rolls; the ≥10y bucket is the cleaner insurer signal.

Requests

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