The end of December brings “the turn” to fixed income investors’ minds. “The turn” represents the period around the final business day of the calendar year when banks need to address their cash needs to get through this crucial funding period. Kevin Flanagan discusses how the Fed will handle year-end funding pressures.

After three consecutive rate cuts, the Fed decided to stay on the sidelines at their final gathering for 2019. Kevin Flanagan discusses the results of today’s FOMC meeting and what fixed income investors should expect from 2020.

Should U.S. Treasury yields be this low, given the current investment landscape? In this week’s podcast, Kevin Flanagan discusses why he believes investors should follow the old adage “Don’t fight the tape.”

While generally 2019 thus far has been a year of falling rates, going forward, the path seems less certain for a host of reasons. Kevin Flanagan discusses.

What a difference a month makes in bond-land. Just when investors thought U.S. Treasury yields were on the verge of moving even lower, a rather visible sell-off ensues. What could have caused such a shift in sentiment? Kevin Flanagan discusses.

With yield curves inverting, trade wars heating up, data on manufacturing softening and the ultimate Federal Reserve change in monetary policy resulting in three rate cuts all occurring simultaneously, it was hard not to succumb to recession fears. The good news is that it looks like the worst of the recession fears may have passed. Kevin Flanagan discusses.

As widely expected, the Federal Reserve once again voted to cut rates at its October FOMC meeting, the third time in 2019. The question that now comes to mind is whether the third time’s a charm. Kevin Flanagan discusses.

Without much fanfare, an interesting development has occurred in the bond market thus far in October: The Treasury yield curve ‘un-inverted’. Does this flash the ‘all clear’ signal for the U.S. economy? Kevin Flanagan discusses.

Reports on inflation have essentially been ‘stealth-like’ and garnered little to no attention. Throughout most of 2019, inflation has had no reason to grab the headlines, should investors be concerned about whether the price is right? Kevin Flanagan discusses.

Before the release of last week’s jobs report, investors were inundated with headlines seemingly suggesting that it wasn’t a matter of ‘if’, but ‘when’ would the U.S. economy enter into a recession. However, there are some economic numbers that imply there is no clear and present danger of a contraction. Kevin Flanagan discusses.