Basis Points

With rate cuts now definitively expected by the bond market for the September FOMC meeting, some perspective is in order. In the third installment of the Money in Motion series, Kevin Flanagan discusses the implications of the new rate regime in U.S. Treasury yields and highlights the advantages of floating rate notes in this investment landscape.

Basis Point: 1/100th of a percent

Treasury yield: The return on investment, expressed as a percentage, on the debt obligations of the U.S. government.

Will we experience another case of déjà vu and witness another rally in the U.S. Treasury market? This week on the Basis Points podcast, Kevin Flanagan explains why the Treasury rally needs to be validated.

The combination of a dovish Fed Chairman Powell post-FOMC presser and cooling labor market setting provided more fuel for Fed rate cuts. Kevin Flanagan discusses how the debate is no longer centered around the number of potential easing moves for the remainder of 2024, but rather, how large they could possibly be in his Money in

Basis point: 1/100th of 1 percent.

At yesterday's FOMC meeting, the Fed kept rates unchanged, marking the eighth consecutive meeting where policymakers decided to take no action on the rate front. Against this backdrop, Kevin Flanagan discusses the possibility of a rate cut in the next FOMC meeting in September.

Basis point: 1/100th of 1 percent.

The news of President Biden dropping out of the presidential race has created a whole new layer of uncertainty into the market backdrop. Amid this volatility, we suggest honing in on an issue with more clarity: Fed rate cuts. In the first Basis Points podcast episode of the 'Money in Motion' series, Kevin Flanagan discusses how investors can strategically navigate rate cuts in their fixed income portfolios using a barbell strategy.

Basis Point: 1/100th of a percent.

Lately, a hot topic in the investment space has been the timing of when the UST curve could 'un'invert. This week on the Basis Points podcast, Kevin Flanagan covers the dynamics behind yield curve movements, including the timing and factors that could cause the yield curve to move out of negative territory.

Basis Point: 1/100th of a percent.

It has been two years since the Treasury yield curve moved into negative territory and the U.S. economy has yet to move into recession territory. This week on the Basis Points podcast, Kevin Flanagan explores the relationship between inverted yield curves and recessions and discusses the current state of the labor market and its impact on the economy.

Basis Point: 1/100th of a percent.

At today's FOMC meeting the Fed kept rates unchanged, marking the seventh consecutive FOMC meeting where the policymakers decided to take no action on the rate front. With half of the FOMC meetings for the year in the books, this week on the Basis Points podcast, Kevin Flanagan discusses the possibilities for the latter part of 2024.

Basis Point: 1/100th of a percent.

Against the backdrop of a new rate regime in the fixed income landscape, investors have been trying to determine where to allocate funds. Kevin Flanagan dives into key trends within U.S. Credit and why investors should consider this sector of fixed income.

Basis point: 1/100th of 1 percent.

Treasury yield: The return on investment, expressed as a percentage, on the debt obligations of the U.S. government.

Fed policy has been the primary force driving the money and bond markets for the past few years. This week on the Basis Points podcast, Kevin Flanagan discusses how the Fed's data dependency has led to volatility in the bond market.

Basis point: 1/100th of 1 percent.

Consumer Price Index (CPI): A measure that examines the weighted average of prices of a basket of consumer goods and services, such as transportation, food and medical care. The CPI is calculated by taking price changes for each item in the predetermined basket of goods and averaging them; the goods are weighted according to their importance. Changes in CPI are used to assess price changes associated with the cost of living.