Latest News COMBINED
Our latest insights on bond market activity and events affecting the investment landscape.
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%.
A New Voice at the Fed — What Warsh’s Arrival Means for Bond Investors
Kevin Warsh will be sworn in as the 17th chair of the Federal Reserve this Friday, May 22, in a White House ceremony — and bond investors have good reason to pay attention.
From the Desk of David Loesch | May 14, 2026
April CPI came in at 3.8% year-over-year — the fastest pace since 2023 — and the bond market noticed. Long-dated Treasury yields are pushing toward 5%, the Fed’s internal consensus is fracturing, and the rate-cut timeline the market was pricing just weeks ago has been quietly shelved.
Inflation’s Back with a Bang: April PPI Comes in Far Hotter Than Expected
If markets were hoping for a quiet Wednesday morning, today’s Producer Price Index data had other ideas.
The April PPI figure surged to 1.4% month-on-month — a substantial overshoot compared to the forecasted 0.5% and nearly double the previous month’s reading of 0.7%.
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Nobody Has A Crystal Ball
Duration: 2:52
Transcript: So there’s an old saying out there, no one has a crystal ball. Right? Your plan is still your plan. If you’re one of our clients, whether whether you do business with us or not, you’re watching this and you’re looking at this going, okay. What exactly should I do? What should I expect?
Video: Does Volatility Present an Opportunity to Muni Bond Investors?
Duration: 3:10
Transcript: Volatility is generating an opportunity. If you are looking to put money to high grade securities, if you’re looking to protect your wealth, or if you’re looking for tax advantage type stuff, it might be a good time to take a look at munis.
Video: Should You Worry About the Possibility of Tax Exemptions Going Away?
Duration: 2:24
Transcript: If we have an exemption that goes away, Municipalities would have to compete against say corporate bonds as an example. We’ve been asked a lot about tax exemption on municipal bonds.
Video: Should You Buy Securities with Longer or Shorter Dated Maturities?
Duration: 4:17
Transcript: If you’re looking to buy higher grade securities with a higher rate of return, then you might consider going out a little further. If you are only seeking to build a ladder, one to five years in this example, we can certainly help you with that.
Video: DRL’s Perspective on Credit Quality and Bond Insurers
Duration: 2:01
Transcript: We primarily try to stick with double a rated paper or higher. The reason being is that we feel comfortable with overall credit qualities, double a rated or higher due to the low default rate on those securities.
Video: Our Experience is Your Advantage
Duration: 2:49
Transcript: I got in the business August of nineteen ninety four, and my introduction to the business was Orange County filing bankruptcy. That was a very big moment in the municipal bond world.
Video: Why Does DRL Not Buy Lower Quality Paper?
Duration: 2:11
Transcript: When you’re working with a team that understands the municipal bond world and that also understands credit ratings, credit quality, claims paying ability, specific insurance companies, what to buy and more probably more importantly, what not to buy.
Video: The Difference Between Revenue-backed and General Obligation Bonds
Duration: 4:48
Transcript: Understand the underlying asset and what’s being, generated payment, what payment is being generated from that underlying asset. So we’ve been we’ve been asked a lot about the difference between revenue bonds and general obligation bonds.
Video: DRL Market Commentary and What Moves Interest Rates
Duration: 2:48
Transcript: With over three decades of doing one thing, we believe we can provide valuable insight on what’s going on in the bond markets. And if you are listening to this and if you’re signed up on our lists, you receive various data points from us. We typically send out something every Thursday.