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Weekly Updates

  • Weekly Fixed Income Update
    Written by Peter Baden, CFA, Chief Investment Officer Headlines of the Week Social Security COLI Increases, largest in 40 years Tapering on Track Taper now or Taper Later? That is the question on the markets mind. Analyzing the various economic tea leaves, the Fed could easily justify starting the Taper now
  • Weekly Fixed Income Update
    Written by Sarah Conwell, Portfolio Manager Headlines of the Week Where Ida stands among the worst hurricanes to hit Louisiana Joe Manchin says he will oppose a $3.5 trillion budget bill The US Treasury yield curve barely budged in the week, even when considering the increase in long-term yields that
  • Weekly Fixed Income Update
    Written by Sarah Conwell, Portfolio Manager Headlines of the Week Watch Fed Chair Powell deliver his key Jackson Hole economic speech live Afghanistan Death Toll Climbs As Pentagon Clarifies 1 Bomber Was Involved In Attack Tropical Storm Ida Is Strengthening and Forecast To Slam Gulf Coast As A Major Hurricane
  • Weekly Fixed Income Update
    Written by Sarah Conwell, Portfolio Manager Headlines of the Week Fed’s Powell to Give Virtual Remarks at Jackson Hole Gathering Biggest Tax Hike on Wealthy Since ‘93 Is Bogged Down in U.S. Congress The US Treasury yield curve bull flattened in the week as investors and analysts tempered their expectations

Articles

  • Weekly Fixed Income Update
    Written by Peter Baden, CFA, Chief Investment Officer Headlines of the Week Social Security COLI Increases, largest in 40 years Tapering on Track Taper now or Taper Later? That is the question on the markets mind. Analyzing the various economic tea leaves, the Fed could easily justify starting the Taper now
  • Weekly Fixed Income Update
    Written by Sarah Conwell, Portfolio Manager Headlines of the Week Where Ida stands among the worst hurricanes to hit Louisiana Joe Manchin says he will oppose a $3.5 trillion budget bill The US Treasury yield curve barely budged in the week, even when considering the increase in long-term yields that
  • Weekly Fixed Income Update
    Written by Sarah Conwell, Portfolio Manager Headlines of the Week Watch Fed Chair Powell deliver his key Jackson Hole economic speech live Afghanistan Death Toll Climbs As Pentagon Clarifies 1 Bomber Was Involved In Attack Tropical Storm Ida Is Strengthening and Forecast To Slam Gulf Coast As A Major Hurricane
  • Weekly Fixed Income Update
    Written by Sarah Conwell, Portfolio Manager Headlines of the Week Fed’s Powell to Give Virtual Remarks at Jackson Hole Gathering Biggest Tax Hike on Wealthy Since ‘93 Is Bogged Down in U.S. Congress The US Treasury yield curve bull flattened in the week as investors and analysts tempered their expectations
  • Weekly Fixed Income Update
    Written by Peter Baden, CFA, Chief Investment Officer Headlines of the Week CPI Rate of Increase Moderates Consumer Sentiment Plunges An important week for inflation as CPI and PPI both reported numbers that were high but showing signs of moderating. The US Treasury yield curve was virtually unchanged for the week. With the
  • Weekly Fixed Income Update
    Written by Peter Baden, CFA, Chief Investment Officer Headlines of the Week US Treasury Expects to Cut November Funding Needs Unemployment Rate Sinks With COVID variants spreading, companies reporting and entertainment events happening, the markets ranged from concerns of a slow down, to the reopening is happening on schedule. The US Treasury
  • Weekly Fixed Income Update
    Written by Peter Baden, CFA, Chief Investment Officer Headlines of the Week GDP Stronger Than It Seems Fed Guarding Jobs as Delta, Prices Surge What started out as potentially busy and exciting, turned into a relatively quiet summer week. The US Treasury yield curve continue to flatten, marking almost two months of
  • Weekly Fixed Income Update
    Written by Sarah Conwell, Portfolio Manager Headlines of the Week ECB Signals Readiness to Curb Bank Dividends When Cap Lifts Dow jumps 200 points, S&P 500 rises to record as stocks head for winning week The US Treasury yield curve was again little changed in the week, with yields in the
  • Weekly Fixed Income Update
    Written by Sarah Conwell, Portfolio Manager Headlines of the Week Fed Chair Powell grilled by grouchy senators over inflation and climate change, even as economy rebounds U.S. Senate Democrats agree to $3.5 trln for budget reconciliation bill The US Treasury yield curve was little changed week-over-week, with the largest movement coming
  • Municipal Bond & Strategy Update
    We believe municipal bonds are still and always will be critical to wealthy investors, but we now feel that the period of municipal outperformance is behind us. We believe that interest rates have stopped going down in general and we are vulnerable to long-term interest rates moving higher in the