Market Insights
Our latest insights on bond market activity
From the Desk of David Loesch — July 9, 2026
Fed Chairman Kevin Warsh’s break from forward guidance is looking less like a one-off posture and more like doctrine.
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.
Read our latest musings about actions and events affecting the investment landscape.
Modest CPI, but Oil Prices May Rock the Boat
The Bureau of Labor Statistics released the Consumer Price Index (CPI) this week. Prices increased by .3% in February, and 2.4% annually, which matched forecasts.
MUNI Yields Jump as Oil, Geopolitics, and Fed Uncertainty Drive Markets
We have been discussing Higher Education for quite some time and the overall risks associated with that type of credit. Ohio Dominican University did not make its bond payment due 3/1, the latest issue the school is experiencing due to financial instability.
Easing Ahead? Municipals Benefit from Stabilizing Conditions
Municipal yields are down roughly 4 basis points across the curve in February and down again today across the curve with the economic news this morning.
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?
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.
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.