Latest News COMBINED
Our latest insights on bond market activity and events affecting the investment landscape.
From the Desk of David Loesch – August 13, 2026
This week’s data leans one direction: cooling. Core CPI matched the slowest annual pace since March 2021 at 2.5%, and nonfarm payrolls fell by 23,000, with a net 103,000 jobs cut from May and June estimates.
Cash on the Sidelines: A Closer Look at the $7.9 Trillion Question
According to the Investment Company Institute, money market fund assets totaled $7.91 trillion for the week ending August 5, 2026 — roughly $3.1 trillion of that held in retail accounts, with the remainder in institutional and prime funds.
From the Desk of David Loesch — August 6, 2026
NYC dodges a downgrade. Here’s what that means for your muni portfolio.
Treasury Releases Quarterly Auction Schedule
The U.S. Department of the Treasury is offering $125 billion of Treasury securities to refund approximately $96.3 billion of privately-held Treasury notes and bonds maturing on August 15, 2026.
From the Desk of David Loesch — July 30, 2026
The Federal Reserve held rates steady this week, but the vote itself was the story. Three regional Fed presidents — Cleveland’s Beth Hammack, Minneapolis’s Neel Kashkari, and Dallas’s Lorie Logan — dissented in favor of a quarter-point hike.
Warsh Takes The Helm With Clear Message
The Federal Open Market Committee decided to maintain the target range for the federal funds rate at 3-1/2 to 3-3/4 percent, in support of the Federal Reserve’s dual mandate, and continuing its policy of maintaining ample reserves in the banking system.
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From the Desk of David Loesch – July 2, 2026
Municipal investors are entering the summer with their most favorable technical backdrop in months.
From the Desk of David Loesch – June 25, 2026
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 investors have been navigating since February.
Individual Bond Investing Offers Near Certainty And Predictability
One of the most frequent questions fixed-income investors ask is whether it is better to buy individual bonds or invest in a bond fund.
From the Desk of David Loesch – June 11, 2026
May’s nonfarm payrolls came in at 172,000 — the strongest three-month advance in more than two years — and the unemployment rate held steady at 4.3%.
From the Desk of David Loesch – June 4, 2026
The municipal bond market ended May with something more valuable than a headline return: proof that demand is durable.
Communication: The Most Critical Step In An Advisor-Client Relationship
Successful investing starts with one thing — open, honest communication. Just as a doctor needs to know all your symptoms to properly diagnose and treat you.
From the Desk of David Loesch – May 28, 2026
Investors are buying munis into the spike. Here’s what’s driving it.The SignalSomething 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 $38...
Yields Fluctuate Markets Try to Read Inflation
Bond yields pulled back from last week’s elevated levels today as the 10-year Treasury dipped to a low of 4.47% from the high of 4.69% on 5/19.
From the Desk of David Loesch – May 21, 2026
Tuesday morning, 10-year Treasury yields fell 10 basis points to 4.57% in a single session. Thirty-year yields dropped to 5.11%.