Market Insights
Our latest insights on bond market activity
Tariffs continue to take the spotlight – Jobs numbers tomorrow, Friday, June 6
The Governor of Illinois reported plans to sign a $55.1 billion budget for 2026, which generates revenue from higher taxes on smokers, gamblers, and large multi-state businesses while pulling delinquent taxes into state coffers through a six-week amnesty program.
Congestion Pricing, Elite University Debt & Tariff Turmoil Shape Market Outlook
The NYC congestion toll pricing raised $215.7 million in the program’s first four months. Since January 5, most motorists have to pay $9 during peak hours to enter south of 60th Street in Manhattan.
US Credit Rating Downgrade
Duration: 02:31
Transcript: As we know, Moody’s downgraded the treasury markets this week. What does that really mean for you?
Read our latest musings about actions and events affecting the investment landscape.
Bonds Lead, Stocks Follow: Key Moves Across Markets and Impacts on MUNIs
• As we saw on May 21, long-term borrowing costs for all major economies are surging as investors question the government’s ability to cover massive budget deficits. The 30-year bond yields in the US and Japan reached multi-year highs.
Policy Volatility and Credit Repricing: What’s Ahead for MUNI Investors?
Maryland’s credit rating was downgraded one level to Aa1 from Aaa by Moodys. This downgrade was a direct result of its exposure to shifting federal policies, according to a May 14 report.
Scary Headlines! Now What?
Duration: 2:53
Transcript: Well, if you are looking at the headlines and getting a little bit worried, you are in good company.
The Market Hates Uncertainty
Duration: 3:48
Transcript: Well, we all know that the market really hates uncertainty. I think everybody does, really, when it comes down to it.
Navigating Uncertainty in Fixed Income Securities
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.
How Did We Get Here? Tariffs.
Duration: 5:49
Transcript: We’re really questioning how did we get here from the standpoint of: we’re sitting here in April post-tariff announcement and then, again, a retraction of that tariff announcement just days later.
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?
Political Backing, Bargain Yields & Historic Trading Surges Amid Market Uncertainty
We have a video on our website about the MUNI exemption, Are Tax Exemptions Going Away. It is appropriate, based on the news, that a group of Republicans are standing up for the MUNI tax exemption, indicating that the tax exemption must stay. In a letter 7 Republicans...
How You Can Have Confidence in a Market Storm
US investors are currently grappling with a challenging market environment. The recent fluctuations in both stock and bond markets have led to a decrease in the value of their investment portfolios, causing significant concern.