podcasts

 

Uneasy Times

Uneasy Times The employment read released today was at +390,000 employed and the unemployment rate was unchanged. Despite the strong reading, albeit it was under 400,000, equities traded off and rates were trending moderately higher. Some of the other surrounding...

Modicum of Relief

Modicum of Relief The tone this week has changed radically from the negativity that prevailed last week. A couple of notables have been weighing in that the economy is not broken and in fact it is continuing to perform well. Wages are up and many jobs continue to go...

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...