podcasts

 

Mixed Prospects

Mixed Prospects Equities continue to command the bulk of the headlines today. While many investors are assessing their gains in tech and specifically Nvidia (NVDA), there may be precious little time to consider the fixed income space. However, rates have moved up with...

Patience Required

Patience Required You knew it was too good to be true. Any remaining thoughts about a rate cut in March have been completely quashed by the recent comments from the Fed Chair. However, the optimism remains that there will be cuts later this year. Even a cut in May is...

Final Lap

Final Lap At this time of the year the soothsayers turn out their estimates for next year. Last year, I called for $375 billion plus or minus $25 billion in either direction. I am covered here. We are at $346 billion through November with light issuance expected...

Can You Two Step

Can You Two Step At the first reading, I thought we were talking about some dance hall in Texas. They two step there. But, no, this time we are talking about what goes on in the House on the Hill. Although, this time some of the representatives may not be tapping...

The Fixed Income Brief: A No Logic Market

Guest economic analysis and muni commentary: John Hallacy This is a market that is not able to be analyzed using principles of logic that we have learned along the way. Imposing your own logic on the market is also likely to lead down the wrong path. One could...