Given the unfortunate second wave of the COVID-19 pandemic, it’s easy to focus solely on what the negative impact could potentially mean for the U.S. economy. However, on this week’s podcast, Kevin Flanagan discusses one sector of the U.S. economy that has been able to outperform expectations: manufacturing.

With monetary policy seemingly on autopilot, fixed income investors have instead placed their focus on fiscal policy. On this week’s podcast, Kevin Flanagan discusses how the Fed has now taken a backseat in bond-land from an official policy perspective.

Following last week’s movements of the U.S. 10-Year Treasury yield, the ‘Reflation Trade’ theme has taken center stage in bond-land. Against this backdrop, Kevin Flanagan provides potential solutions for investors to consider for their fixed income portfolios.

Is there potential for the UST 10-Year yield to move higher? On this week’s podcast, Kevin Flanagan discusses this possibility along with the possible return of the reflation trade.

We believe there will be three key themes for fixed income investors to focus on in the new year. On this week’s podcast, Kevin Flanagan discusses these themes and potential solutions for them in the fixed income universe.

With the final FOMC meeting for this year now in the books, Kevin Flanagan shifts attention to what 2021 could bring from the Fed.

The final jobs report of 2020 was released last week. On this week’s podcast, Kevin Flanagan explains that while the actual data was not outright “bad,” he believes the November employment report falls into the category that some negative signs are beginning to emerge.

With the second wave of COVID-19 dominating headlines again, it’s natural to wonder what the economic impact may be this time around as compared to Q2. On this week’s podcast, Kevin Flanagan takes a step back to see where the economy stands as we enter the final month of 2020.

While we believe there is potential for the 10-year Treasury yields to move higher, it will still remain low from a historical perspective. Against this backdrop, Kevin Flanagan provides bond investors with a solution to seek for income without incurring too much risk.

On this week’s podcast, Kevin Flanagan, WisdomTree’s Head of Fixed Income Strategy, gets back to market fundamentals and discusses the latest economic data from the October jobs report.