The Fixed Income Brief: Running to Standstill
The confidence in financial markets has long ago evaporated at this point. Collectively we are attempting to find our way, but there are many obstacles. The major market indices continue to find fresh lows. M&A deals that were easy to accomplish in the...
The Fixed Income Brief: Shelter From The Storm
We continue to receive weighty news in the negative direction. Not much relief is in sight on the horizon. On the inflation front, we continue to run hot at the 8.3% mark. Breaking down the components also does not glean much positive news. It is hard to say exactly...
The Fixed Income Brief: Hollywood Ending?
As Humphrey Bogart once said: “Well everybody in Casablanca has problems. Yours may work out.” The current market has us all feeling this way. We must find the way to the light. Among the myriad factors affecting markets are the Fed, the war in Ukraine, ultra-high...
Sharp Turns Ongoing in Municipals
Sharp Turns Ongoing in Municipals We have a lot of uncertainties in the market that we are dealing with at present. The war in Ukraine, equity volatility, federal funding anticipated declines, the Fed and many more. Concerning the Fed we do have more clarity as of...
Municipal Adaptations
Municipal Adaptations The municipal market is no stranger to absorbing and reacting to negative news and other related developments. We have had a sharp change in tone in the market. Flows to the mutual funds have now been negative for several reports. Rates have...
New Year new directions
I had to take a break at the end of last year due to hand surgery and a bout of omicron consecutively. The hand surgery was a bit easier to recover from. Thank goodness for my two vaccinations and the booster. I have no doubt that I would have more of a...
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