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Municipal Archive
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Kings of the Wild Frontier by Bill Gross
Posted on August 7, 2011 | No CommentsIn addition to an existing nearly $10 trillion of outstanding Treasury debt, the U.S. has a near unfathomable $66 trillion of future liabilities at “net present cost.” -
Straight Talk On Municipal Bonds by Rafael Costas
Posted on June 28, 2011 | No CommentsRafael Costas, co-director of the Franklin Templeton Municipal Bond Department, explains why he believes muni risks have been overstated -
Buy Cheap Bonds with Safe Spread by Bill Gross, PIMCO
Posted on June 2, 2011 | No CommentsI’m going to one-up Mark Twain in the quantity department and spin two yarns about jumping frogs -
Market Commentary by James M. Meyer, CFA – May 23, 2011
Posted on May 23, 2011 | No CommentsIf the U.S. defaulted on its debt, there would almost certainly be an immediate and sharp reaction in the bond and currency markets -
The Caine Mutiny (Part 2) by Bill Gross, PIMCO
Posted on May 3, 2011 | 1 CommentThe Treasury market is on a collision course with financial repression. -
Concerned About Rising Interest Rates? Projections Show Potential Benefits of Reducing Duration
Posted on April 18, 2011 | No CommentsWhile the Federal Reserve has repeated its intention to remain on hold for an “extended period,” many fixed income investors are becoming more concerned about an eventual rise in interest rates. -
BlackRock Municipal Markets Investment Commentary
Posted on April 17, 2011 | No CommentsAfter outpacing both corporate bonds and Treasury issues in February, municipals posted poor price performance in March. -
The Uncertainty of Life After QE2 by Rick Rieder
Posted on March 27, 2011 | No CommentsData continues to point to a transition from stimulus-driven recovery to real consumption-driven expansion, with employment clearly improving. However, transmission of inflation through higher food and energy prices has gotten the attention of the Fed and heightens policy challenges surrounding the scheduled June 30 end to QE2. We continue to favor shorter duration, higher-yielding sectors, but are wary of the market volatility the end of QE2 will create, and are focused on risk management. -
END OF THE BUILD AMERICA BONDS PROGRAM SLASHES NEW MUNI ISSUANCE by LordAbbett
Posted on March 22, 2011 | No CommentsConcerns about the fiscal health of state and local issuers have prompted some investors to shift to markets perceived as safer, causing municipal bond yields to rise. This turmoil, combined with the expiration of the Build America Bonds program, which provided federal subsidies for new issues, has squashed issuance in 2011. As of March 7, for example, the four-week rolling average for issuance stood at just under $2.8 billion— a 73% drop from the previous peak in November 2010. -
Misplaced Municipal Fears by Milton Ezrati
Posted on March 8, 2011 | No CommentsMilton Ezrati, Lord Abbett Partner and Senior Economist and Market Strategist, has been widely published in a wide variety of magazines, scholarly journals, and newspapers, including The New York Times, Financial Times, The Wall Street Journal, The Christian Science Monitor, and Foreign Affairs, on a broad spectrum of investment management topics. Prior to joining Lord Abbett, Mr. Ezrati was Senior Vice President and head of investing in the Americas for Nomura Asset Management, where he helped direct investment strategies for both equity and fixed-income investment management.
