Basis Points

The Fed delivered another outsized rate hike at today’s FOMC meeting, but this time it was ‘only’ by 50 basis points. As a result, the Fed Funds trading range will end 2022 and begin the new year at 4.25%–4.50%. This week on the Basis Points podcast, Kevin Flanagan discusses what this means for the markets and what to expect from the Fed going into 2023.

Basis Point: 1/100th of 1 percent.

This week on the Basis Points podcast, Kevin Flanagan is joined by Chris Acito, CEO of Gapstow Capital Partners. Listen as they recap what went on in fixed income in 2022 and how 2023 might be different. This is the first in a series of episodes on this subject.

Basis Point: 1/100th of 1 percent.

In 2023, we expect to see a continuing theme of Fed-induced volatility. This week on the Basis Points podcast, Kevin Flanagan covers how investors can take advantage of ‘income being back in fixed income’ while potentially removing the heightened volatility quotient with a U.S. Treasury floating rate note strategy.

Basis Point: 1/100th of 1 percent.

With the money and bond markets preoccupied with inflation, the chance of a recession and Fed rate hikes, the state of the U.S. government’s finances has not received much attention. This week on the Basis Points podcast, Kevin Flanagan “pulls back the curtain” and provides some insights on this front.

Basis Points: 1/100th of 1 percent.

November has gotten off to an inauspicious start for the money and bond markets. Against this backdrop, during this week’s episode of the Basis Points podcast, Kevin Flanagan discusses the likelihood of Powell & Co. raising the terminal rate for Fed Funds to the 5% threshold.

Basis Point: 1/100th of 1 percent.

The Fed delivered another outsized rate increase at today’s FOMC meeting, raising interest rates again by 75 basis points to a new range of 3.75%–4%. This week on the Basis Points podcast, Kevin Flanagan outlines what this means for the markets and discusses what to expect from the Fed going into 2023.

Basis Point: 1/100th of 1 percent.

This week on the Basis Points podcast, Kevin Flanagan is joined by Morgan Stanley’s Global Head of Macro Strategy, Matthew Hornbach. During the episode, they cover the impacts of the rising 31 trillion-dollar national debt, possible outcomes for the next Fed meeting and key economic indicators for inflation, including: rate hikes, labor markets, U.S. Treasury Yields and more.

Basis Point: 1/100th of a percent.

This week on the Basis Points podcast, Kevin Flanagan discusses the Fed's inflation fighting strategy and the chatter about a “pivot” shifts gears as the hotter-than-expected September CPI report effectively eliminates the possibility of a Powell pivot in the near future.

Given the evolving regulatory environment, this week on the Basis Points podcast, Kevin Flanagan explores the related risks and trends against a volatile market backdrop.

Basis Point: 1/100th of 1 percent.

This week on the Basis Points podcast, Kevin Flanagan takes listeners down memory lane to define the framework of a recession and how it compares with where the US economy has been, where it is and where we believe it might be headed.

Basis Points: 1/100th of 1 percent.