Market Insights
Our latest insights on bond market activity
MUNI Update: SEPTA Deadline, Pension Pressures, Puerto Rico Uncertainty
Fed Officials Signal Possible September Rate Cut Amid Labor Softness: Three Fed policymakers — Daly (SF), Cook (Board), and Kashkari (Minneapolis) — expressed concern about a slowing labor market, citing weak July job gains and downward revisions to previous months.
Busy Week in Treasury Borrowing
This is a busy week for US debt issuance as the Treasury auctions off 3-, 10- & 30-year bonds and a heavy load of short-term bills.
No Rate Cuts Yet, but Bond Buyers Are Not Waiting
As we know, the FED held rates steady on 7/30, Powell said interest rates are in the right place to manage continued uncertainty around tariffs and inflation tampering expectations for a rate cut in September.
Read our latest musings about actions and events affecting the investment landscape.
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.