Insights

Market risks stay skewed to upside but inflation and possible policy errors lurk.

The infrastructure bill benefits municipalities and muni investors alike.

Bond market plods ahead amid looming uncertainties.

It's easy money all over despite rising inflation.

America's back and the troubles are (arguably) fleeting ... in the nearer term.

But what creates and drives it is what matters for the markets.

Why are bond yields range-bound?

Generous emergency benefits, seasonal quirks likely behind big April jobs miss.

We're about to find out as the fiscal and monetary spigots keep pouring.

The municipal bond market stands to benefit from many of its components.

Higher taxes should be good for higher value municipal bonds.

What’s the impact of new stimulus on the market and consumer?

New stimulus should be a tailwind for relative performance.

It continues to be the issue consensus is worried about.

What if Biden gets most all of what he wants? Is the market ready?

Rate strategies lead the way for bonds in challenging first quarter.

Taxes are one of them. Increases to fund infrastructure could prove disruptive.

A recovering U.S. and ‘modestly’ growing China are good for the EM and everyone.

A steady Fed leaves worries about inflation and yields to the market.