Basis Points

With the debt saga still ongoing, sometimes looking at current headlines juxtaposed with historical events can provide some useful context. This week on the Basis Points podcast, Kevin Flanagan covers what investors can learn from the 2011 credit rating downgrade.

Basis Point: 1/100th of a percent

The money and bond markets find themselves in an interesting spot on the calendar, nestled right in between the May and June FOMC meetings. This week on the Basis Points podcast, Kevin Flanagan discusses the latest Fedspeak and if it could translate to a skip, a pause, or even a cut.

It’s been roughly two months now operating in a post-Silicon Valley Bank (SVB) World and the markets are still feeling its impact. This week on the Basis Points podcast, Kevin Flanagan discusses a very important arena where developments have seemingly flown under the radar of late: the funding markets. 

Basis Point: 1/100th of 1 percent. 

How concerned should investors be about the pending debt ceiling debate? This week on the Basis Points podcast, Kevin Flanagan reviews past debt ceiling sagas, discusses what investors should focus on and looks at possible outcomes. 

Basis Point: 1/100th of 1 percent. 

In what was a widely expected outcome, the Fed raised interest rates by another quarter point today, elevating the Fed Funds trading range to its highest level since 2007. Now what? This week on the Basis Points podcast, Kevin Flanagan discusses what to expect from Powell & Co. next and what to anticipate for the investment landscape in the months ahead. 

Basis Point: 1/100th of 1 percent. 

Do you remember when inverted Treasury Yield Curves were all the rage? This week on the Basis Points podcast, Kevin Flanagan reflects on the year that was and covers the state of the inverted treasury yield curves along with its predictive value on recession fears today. Listen now as Kevin discusses what’s at play in the Treasury market for investors, including, among other things, the 2- and 10-year gauges.

After a slew of second-tier data points last week, the market was feeling uneasy about the economy's health, but the March jobs report could provide some breathing room for investors. This week on the Basis Points podcast, Kevin Flanagan discusses the impact of the latest economic data on the treasury market and potential recession risks. Listen now as Kevin dives deeper into the intersection of economic indicators and fixed income investing. 

This week on the Basis Points podcast, Kevin Flanagan discusses a new dynamic in the U.S. Treasury market ignited by the recent banking crisis. Listen now to hear Kevin’s insights regarding elevated volatility, unusual trading and key yield activities over the last month. 

Basis Point: 1/100th of 1 percent. 

This week on the Basis Points podcast, Kevin Flanagan discusses the Fed’s actions following the Silicon Valley Bank collapse. During the episode, Kevin covers the regional and international impact of the collapse and provides a silver lining as the markets continue to grapple with the aftereffects.

For the second meeting in a row, the Fed implemented a 25 basis point rate hike, bringing the new fed funds trading range to 4.75% - 5%. The question on everyone’s mind now is whether the Fed continues on their rate hike mission, or is a pause, or even a rate cut in the near future. During this week’s episode of the Basis Points podcast, Kevin Flanagan discusses the Fed’s attempt to thread the needle given this newfound level of uncertainty. 

Basis Point: 1/100th of 1 percent.