Market Insights
Our latest insights on bond market activity
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...
Read our latest musings about actions and events affecting the investment landscape.
Yields Surge After Strong Jobs Report as Fed Concerns and Market Pressures Mount
T yields are at their highest level since 11/2023 after the jobs data this morning came in stronger than forecasted. 10T added 10bps in a matter of minutes, and the 2-year surged 12bps.
As anticipated, the Fed lowered interest rates by a quarter point
The Federal Reserve, in a move that was largely anticipated, lowered interest rates by a quarter point today, bringing the target Fed Funds rate range to 4.25%-4.5%.