Basis Points

Reports on inflation have essentially been ‘stealth-like’ and garnered little to no attention. Throughout most of 2019, inflation has had no reason to grab the headlines, should investors be concerned about whether the price is right? Kevin Flanagan discusses.

Before the release of last week’s jobs report, investors were inundated with headlines seemingly suggesting that it wasn’t a matter of ‘if’, but ‘when’ would the U.S. economy enter into a recession. However, there are some economic numbers that imply there is no clear and present danger of a contraction. Kevin Flanagan discusses.

In an interesting turn of events, the big news in Fixed Income has not been the recent rate cut. Instead, the dislocations that were witnessed in the funding markets, and attendant Fed responses, seemed to take center stage. Kevin Flanagan discusses.

As was widely expected, the FOMC voted to reduce the Federal Funds target range by another quarter point following its September policy meeting. Kevin Flanagan discusses whether another cut in December is likely.

The 50th anniversary of the original Woodstock has come and gone, but the August jobs report contained a trend not seen since 1969. Kevin Flanagan discusses.

The calendar has now turned to September, and that means another FOMC meeting is on tap with the results slated for announcement on September 18th. Based on “Fedspeak” surrounding the recent Jackson Hole conference, it appears as if there is some division among the policy makers on what the next step will be. Kevin Flanagan discusses.

The rally in the U.S. Treasury market has created a rather interesting investment backdrop. Recent market events have left investors with some important decisions to make in their fixed income portfolios. Kevin Flanagan discusses.

The last two weeks in the “bond land” have been extraordinary. Kevin Flanagan discusses his perspective on the latest inverted yield curve hysteria.

The tumultuous market events to kick off August have served as a not so subtle reminder that volatility appears here to stay. Certainly, the recent trend has been for rates to be on a descending trajectory, but what if headlines or tweets change course? Kevin Flanagan discusses.

What a week last week was! From the Federal Reserve to President Trump’s tweet stating that more tariffs on China are potentially coming to Friday’s jobs report, Kevin Flanagan breaks it all down.