Basis Points

Basis Points

By Basis Points by WisdomTree Asset ManagementBusiness
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Basis Points episodes

  • Fed Watch: Some Like It Hot
    Certainly, no one can dispute that the shift in the Federal Reserve’s (Fed) monetary policy outlook has been the most noteworthy development that has occurred in the money and bond markets thus far in 2019. So, while the debate for 2019 and 2020 seems to have gravitated to when the Fed will actually cut rates, I offer a different take. What if the FOMC goes on a “policy sabbatical” of sorts, and just leaves well enough alone?
    5 min
  • Can I Get a Refund?
    With another April 15 tax date come and gone, Kevin Flanagan asks: How did individual filers make out for the 2019 season versus a year ago?
    6 min
  • The Fed vs. the ECB: Who Will Blink First?
    If bond investors have learned anything this year, it is that the “winds of change” can blow in dramatically different directions regarding monetary policy. Kevin Flanagan discusses how market sentiment has shifted from where we were only four months ago.
    5 min
  • Putting The Cart before The Horse
    It’s all about the data, with the jobs report being front and center. But what happens when the data doesn’t fit into the Treasury market’s narrative? Kevin Flanagan discusses.
    8 min
  • Did The Fed Cut Rates without Telling Anyone?
    After the March Fed meeting, no more rate hikes appeared to be in the offing for 2019, so naturally, the only place to go from there would be rate cuts. Kevin Flanagan analyzes the Treasury yields that look more like the Fed already cut rates but forgot to tell anyone.
    6 min
  • Upside Down…the Yield Curve Inverts
    The U.S. Treasury yield curve went inverted last week for the 1st time since 2007. Certainly, it is a noteworthy development in bond-land. Kevin Flanagan provides some quick insights on what this means for your fixed income portfolio.
    7 min
  • U.S. Econ Watch—Stubbing Your Toe
    There’s nothing like a paltry 20,000 gain in total nonfarm payrolls to get market participants talking. That is exactly what happened when the February jobs report was released last week. Kevin Flanagan debates whether this is the beginning of a new, weaker trend or is it merely like ‘stubbing your toe’?
    7 min

About Basis Points

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As part of WisdomTree’s Investment Strategy group, Kevin serves as Head of Fixed Income Strategy. In this role, he contributes to the asset allocation team, writes fixed income-related content and travels with the sales team, conducting client-facing meetings and providing expertise on WisdomTree’s existing and future bond ETFs. In addition, Kevin works closely with the fixed income team. Prior to joining WisdomTree, Kevin spent 30 years at Morgan Stanley, where he was most recently a Managing Director. He was responsible for tactical and strategic recommendations and created asset allocation models for fixed income securities. He was a contributor to the Morgan Stanley Wealth Management Global Investment Committee, primary author of Morgan Stanley Wealth Management’s monthly and weekly fixed income publications, and collaborated with the firm’s Research and Consulting Group Divisions to build ETF and fund manager asset allocation models. Kevin has an MBA from Pace University’s Lubin Graduate School of Business, and a B.S in Finance from Fairfield University.