by DRL Group | Mar 6, 2026 | Market Insights
We have been discussing Higher Education for quite some time and the overall risks associated with that type of credit. Ohio Dominican University did not make its bond payment due 3/1, the latest issue the school is experiencing due to financial instability. The...
by DRL Group | Feb 26, 2026 | Market Insights
As we shared on 2/24, BlackRock recently noted that municipal bonds appear poised for a solid year after trailing U.S. Treasuries in 2025. Their outlook calls for investment-grade municipals to potentially deliver mid- to upper-single-digit returns in 2026 as market...
by DRL Group | Feb 23, 2026 | Market Insights
Minutes from the FOMC meeting should show a broad consensus to hold rates steady after three straight cuts. Many, including Bloomberg, expect limited pressure to cut rates beyond Miran and Waller, who dissented at the meeting. The meeting is now “water under the...
by DRL Group | Feb 13, 2026 | Market Insights
Hammack (FED of Cleveland) indicated rates could be on “hold” while officials evaluate incoming economic data. She indicated, “Based on my forecast, we could be on hold for quite some time.” It will be interesting to see how these types of statements change (or...
by DRL Group | Feb 5, 2026 | Market Insights
We reported that certain reports will be delayed due to the government shutdown. The January employment report has been rescheduled for 2/11 according to the data put out by Labor Stats. The data was originally due 2/6; this should not impact the markets, unless the...
by DRL Group | Jan 30, 2026 | Market Insights
We pushed out a piece discussing MUNIs and how money managers believe longer-dated MUNIs offer value here, despite the slight increase in pricing (which we are not seeing). If you are a MUNI investor looking for value, it would be prudent to seek paper on the longer...
