Basis Points

By Basis Points by WisdomTree Asset ManagementBusiness

Basis Points episodes

February 17, 2021 Searching for Yield, Not Reaching for Yield
Interest rates around the globe are either outright negative, or in the case of the U.S., they remain at historically low levels. On this week’s podcast, Kevin Flanagan discusses how investors can search for yield in the current market environment.
4 min
February 10, 2021 “Inflate-Gate”? Don’t Tell That to the Bond Market
Not all market participants are convinced yet that inflation might make a comeback, but don’t tell that to the bond market. On this week's podcast, Kevin Flanagan explains why fixed income investors should consider preparing their portfolios for a by-product of inflation: higher interest rates.
4 min
February 02, 2021 What Does the U.S. Manufacturing Recovery Mean for Commodities?
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.
5 min
January 27, 2021 Fed Watch: Taking a Backseat, Kinda, Sort of…
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.
4 min
January 11, 2021 Sooner Rather than Later Happened
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.
6 min
January 05, 2021 "1" Is the Loneliest Number
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.
5 min
December 22, 2020 3 for ’21: Key Fixed Income Themes for the New Year
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.
4 min
December 16, 2020 Fed Watch: The Final Countdown
With the final FOMC meeting for this year now in the books, Kevin Flanagan shifts attention to what 2021 could bring from the Fed.
6 min
December 08, 2020 Now the Calendar’s Just One Page…and, of Course, I Am Excited
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.
6 min
December 01, 2020 It’s “On the Line”
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.
5 min