Weekly Fixed Income Commentary – September 5
September 5th, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
September 5th, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
August 29, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
The U.S. Securities & Exchange Commission (SEC) published its final rule on climate-related disclosure by publicly-traded companies in March of this year.
As Jeffrey A. Rosenkranz, Portfolio Manager noted, "An emergency cut would provide little immediate relief for consumers but would, in such a circumstance, “help avoid the wealth destruction that would come with a big correction in stocks or the housing market."
Jeffrey Rosenkranz, portfolio manager at Shelton Capital, expects Powell to lean more toward 25-bp cut than 50. Recently, markets have reduced the probability of a 50--bp cut — to 24.5% on Thursday from 38.0% on Wednesday. "So if he wants to just nudge that even closer to 25 and no more than 25 basis points, he could do that," he said in a recent interview with Seeking Alpha.
August 22, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
August 15, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
August 8, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
Portfolio Manager, Barry Martin, shares his insight into the rising popularity of covered call writing, offering valuable perspective on managing risk and generating income using covered calls.
July 25, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.