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.
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.
Bond Market Whiplash: Postponed Deals, Equity Losses & the Rising Flight to Safety – What a difference 4 days make
• We saw another +20-bps day on 4/9 based on evaluations as MUNIs continued the selloff. The rout drove the 10-year AAA benchmark to 3.80%, which is the highest since at least 2011, according to Bloomberg evaluations.
Bond Market Reacts to Tariff Concerns & Fed Expectations—What’s Next for Yields?
The bond market is rallying as central banks are expected to ease monetary policy to mitigate the negative impact of the trade war on economic growth. This does make sense, and we expect this to happen. The market is also telling you this with the sharp decline in...
MUNI Market Insights: Rising Yields, Postponed Deals & Market Shifts
As we have been discussing, we are now seeing deals get postponed with the spike in yields. This week, a 1.15B high-yield MUNI bond deal was postponed for a Wisconsin issuer, along with others. I suspect you will see more deals get pulled as should yields continue to...
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.