Basis Points

Another FOMC meeting is in the books as policymakers completed their September convocation, and for those keeping track, that leaves two more Fed meetings this calendar year. On this week’s episode of the Basis Point’s podcast, Kevin Flanagan reveals key insights about FOMC’s possible exit strategy, rate hikes, shifting economic projections, and more.

After a great weekend of enjoying the start of 2021’s football season, Kevin Flanagan uses the sport as an analogy for bonds and fixed income investing. On this week’s episode of the Basis Points podcast, Kevin compares protecting the quarterback on the football field to safeguarding your bond portfolio from rising rates. Basis Points: 1/100th of 1 percent. Duration: A measure of a bond’s sensitiv...

After looking at the August jobs report, Kevin Flanagan can’t help but feel a bit of déjà vu. On this week’s episode of the Basis Points podcast, Kevin compares the findings in the latest jobs report to the consensus forecast and draws comparisons between the inconsistencies between the forecast and outcomes of April’s jobs report. Basis point: 1/100th of 1 percent.

One of the most anticipated events of the year for the financial markets is behind us and Kevin Flanagan weighs in on the takeaways. On this week’s episode of the Basis Points Podcast, Kevin looks back on last week’s Jackson Hole speech from Federal Reserve Chairman, Jay Powell.

Another jobs report in the books and things are getting a bit more interesting for the Fed. On this week’s Basis Points Podcast, Kevin Flanagan wonders if the heat is beginning to get turned up on Federal Reserve Chairman Powell. Basis point: 1/100th of 1 percent.

Federal Reserve Chairman Jerome Powell reiterated his stance that the recent spike in inflation is only transitory – so where does this leave fixed income investors? On this week’s Basis Points Podcast, Kevin Flanagan explores two overarching themes for the second half of this year and into 2022.

On this week’s episode of the Basis Point’s podcast, Kevin Flanagan discusses a variety of reasons for the recent drop in the Treasury 10-year yield. Basis point: 1/100th of 1 percent.

On this week’s episode of the Basis Point’s podcast, Kevin Flanagan reflects on the first half of the year and provides an outlook on the market and economy as we continue into the second half of 2021. Basis point: 1/100th of 1 percent.

On this week’s episode of the Basis Point’s podcast, Kevin Flanagan discusses whether investors should be considering Federal Reserve (“Fed”) exit strategy protection for their fixed income portfolio and potential portfolio shifts to consider so there aren’t any Fed surprises lurking out there. Performance data quoted represents past performance and is no guarantee of future results. Current perfo...

On this week’s episode of the Basis Point’s podcast, Kevin Flanagan wonders if liftoff could be pushed up again by the Fed. He further discusses his main takeaways from the Fed meeting and the market’s outlook for the next year.

On this week’s episode of the Basis Point’s podcast, Kevin Flanagan “connects the dots” from yesterday’s Fed meeting. He discusses his main takeaways from the meeting and the Fed’s possible exit strategy from their unprecedented accommodation.

Another week of lower than expected jobs report numbers and Fed Chair Powell breathes a sigh of relief. On this week’s episode, Kevin Flanagan discusses the significance of the buzz around inflation and the impact that may have on upcoming Fed decisions.

Investors received an interesting surprise with discussion of “tapering” in the April FOMC minutes. On this week’s podcast, Kevin Flanagan discusses who is beginning to hint at tapering, who might be next, and what we can expect at the next meeting.

The release of April’s CPI and PPI reports caused a stir in the money and bond markets last week. On this week’s episode, Kevin Flanagan continues his discussion on inflation and addresses the state of the consumer sector of the economy.

On this week’s podcast, Kevin Flanagan is joined by Chris Acito, Chief Executive Officer and Chief Investment Officer of Gapstow Capital Partners. They discuss Alternative Credit, why the time might be right for it, and the newly launched ETF, the WisdomTree Alternative Income Fund (HYIN). Underlying risk disclosure: Less mature and smaller private companies involve greater risk than well-establis...

Digging deeper into the investment opportunities in the Emerging Markets space, Kevin Flanagan and JD Bütikofer of Voya Investment Management discuss why Emerging Markets Corporate Bonds and why now.

At today’s Fed meeting the FOMC members voted to continue a zero- interest rate policy and keep their quantitative ease purchases on auto-pilot. On this week’s podcast, Kevin Flanagan discusses of keeping policy “the same as it ever was” on the fixed income market.

The momentum appears to be in place for continued robust economic recovery for the remainder of 2021. On this week’s podcast, Kevin Flanagan highlights this recovery with a breakdown of the latest economic numbers.

The absolute level of rates remains historically low, which leaves investors searching for yield. Kevin Flanagan explains why investors searching for income should consider complementing their fixed income portfolio with an emerging markets corporate debt strategy.

The first quarter of 2021 is now in the books, and the rising Treasury 10-Year yield continues to make headlines in the bond market. On this week’s podcast, Kevin Flanagan seeks to answer the question on many investors’ minds: Where is it headed next?

Can Treasury yields rise even if the Federal Reserve doesn’t raise rates? The 2021 experience has shown investors that they certainly can. Kevin Flanagan discusses.

On this week’s podcast Kevin Flanagan discusses the rise in the UST 10-year yield and what this could potentially mean for the bond market.

Fed Watch: In No Hurry for a “Liftoff” by Kevin Flanagan

One of the biggest stories in bond-land thus far in 2021 has been the spike in the U.S. Treasury 10-year yield. On this week’s podcast, Kevin Flanagan discusses one element that has been overlooked: the size of Treasury auctions.

Last week’s spike in the U.S. Treasury 10-year yield was a not-so-subtle reminder that rate-hedging remains an active consideration for the bond market investment landscape. On this week’s podcast, Kevin Flanagan discusses potential solutions for investors seeking to apply rate-hedged strategies within their fixed income portfolio.