by DRL Group | Jul 2, 2026 | Market Insights
The new Fed Chair just weighed in on inflation. Here’s what it means for your portfolio. The Signal Federal Reserve Chairman Kevin Warsh, appearing at the European Central Bank’s annual Forum on Central Banking in Sintra, Portugal, said this week that inflation...
by DRL Group | Jun 25, 2026 | Market Insights
The Iran deal changes the inflation picture. Here’s what it means for your portfolio. The Signal Something that seemed months away has now arrived: a formal ceasefire framework between the United States and Iran, and with it, a meaningful shift in the macro backdrop...
by DRL Group | Jun 11, 2026 | Market Insights
The market now expects rate hikes. Here is what that means for your muni portfolio. The Signal Something that hadn’t been on the table for months is now the market’s base case: a rate hike. May’s nonfarm payrolls came in at 172,000 — the strongest three-month advance...
by DRL Group | Jun 4, 2026 | Market Insights
May’s muni market held through the pressure. Here’s what it means for your portfolio. The Signal The municipal bond market ended May with something more valuable than a headline return: proof that demand is durable. Despite record issuance, geopolitical turbulence,...
by DRL Group | May 28, 2026 | Market Insights
Investors are buying munis into the spike. Here’s what’s driving it. The Signal Something unusual is happening in the municipal bond market.Yields have climbed sharply since the Iran conflict began — and yet investors keep buying. Muni funds have attracted more than...
by DRL Group | May 21, 2026 | Market Insights
The Fed is changing hands and hike talk is back. Here is what it means for your bonds. The Signal Tuesday morning, 10-year Treasury yields fell 10 basis points to 4.57% in a single session. Thirty-year yields dropped to 5.11%. The catalyst was a White House pool...
