by John Hallacy | Feb 6, 2026 | Articles
Mamdani’s Housing Outlook The mayor has expressed a goal of adding to the affordable housing stock. He targets selling an additional $70 billion municipal bonds to add to the $30 billion already in the financial plan. It has not been specified what the security pledge...
by John Hallacy | Jan 21, 2026 | Articles
What January Effect I am not certain there is a pronounced January effect this year. Having cited the phrase, most markets are relatively strong at the start of this year with some exceptions. The Tech sector was a bit wobbly towards the end of last year. Tech appears...
by John Hallacy | Dec 18, 2025 | Articles
Foreshadowing January In the waning days of the current year we turn our focus to the next year. This coming year there will be a lot of activity in January and it is not just due to the “January Effect”. The forward calendar is not that large at around $11 billion....
by John Hallacy | Nov 20, 2025 | Articles
Post Shutdown Blues It is not a fait accompli at this point in every way, but, the shutdown has now arrived at its inevitable end. The shutdown kept me thinking of a blues song. In cut time I was singing: We’ve got the old shutdown, those old shutdown blues. This is...
by John Hallacy | Nov 2, 2025 | Articles
School Yard Politics This article is about economics and the markets and I studiously avoid outright politics. However, current developments are just laced with politics. Putting together a budget should be a matter of routine. What we have is a situation that amounts...
by John Hallacy | Sep 25, 2025 | Articles
Don’t Cry for Me Bailing out Argentina has for some in the financial markets become a long term engagement. Many of us recall the so-called Brady Bonds of the 1990’s that were named after the Treasury Secretary at the time. Existing bonds of Argentina were exchanged...
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