Basis Points

Basis Points by WisdomTree Asset Management
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Basis Points Podcast

Macro commentary and expert-led discussions highlight what’s happening now in fixed income investing, so you can prepare for what’s next. Investing involves risks including loss of principal. This material represents the opinions of the participants at a specific time and is not intended to forecast future events or guarantee future results and should not be relied upon as investment advice. Kevin Flanagan is a registered rep of Foreside Fund Services, LLC.

  1. 5 DAYS AGO

    Fed Watch: 'Cut' to the Chase

    After much anticipation, the Fed finally delivered a rate cut at today’s FOMC meeting. This week on the Basis Points podcast, Kevin Flanagan examines the Fed’s data-driven approach, the potential disconnect between market expectations and Fed actions and the crucial role employment data will play in shaping future rate cuts. Basis point: 1/100th of 1 percent.

    4 min

  2. 11 SEPT

    The Yield Curve ‘Un’Inverts, Well Sort Of

    The UST 2-Year/10-Year yield curve has recently shifted into positive territory, while the UST 3-month/10-Year curve remains deeply inverted. This week on a special episode of the Basis Points podcast, Kevin Flanagan discusses the divergence between the curves, and highlights market expectations on future Fed rate cuts and the potential for a steepening trend ahead. Basis Point: 1/100th of a percent.

    4 min

  3. 4 SEPT

    Inflation Now Taking a Backseat

    With Labor Day behind us, the focus for money and bond markets shifts to the September FOMC meeting, where Fed Chair Powell has hinted at a rate cut. This week on the Basis Points podcast, Kevin Flanagan explores the implications of the upcoming September FOMC meeting and discusses the Fed’s shift in focus from inflation to labor market data. Basis point: 1/100th of 1 percent.

    3 min

  4. 21 AUG

    Money in Motion in a New Rate Regime: The Highest Yielding Treasury Security

    With rate cuts now definitively expected by the bond market for the September FOMC meeting, some perspective is in order. In the third installment of the Money in Motion series, Kevin Flanagan discusses the implications of the new rate regime in U.S. Treasury yields and highlights the advantages of floating rate notes in this investment landscape. Basis Point: 1/100th of a percent Treasury yield: The return on investment, expressed as a percentage, on the debt obligations of the U.S. government.

    5 min

  5. 14 AUG

    The Treasury Rally Ticket Needs to be Validated

    Will we experience another case of déjà vu and witness another rally in the U.S. Treasury market? This week on the Basis Points podcast, Kevin Flanagan explains why the Treasury rally needs to be validated. Basis point: 1/100th of 1 percent.

    5 min

  6. 7 AUG

    Money in Motion: Playing Along Directly with Rate Cuts

    The combination of a dovish Fed Chairman Powell post-FOMC presser and cooling labor market setting provided more fuel for Fed rate cuts. Kevin Flanagan discusses how the debate is no longer centered around the number of potential easing moves for the remainder of 2024, but rather, how large they could possibly be in his Money in Motion series. Basis point: 1/100th of 1 percent.

    5 min

  7. 1 AUG

    Fed Watch: This Will Be the Last Time

    At yesterday's FOMC meeting, the Fed kept rates unchanged, marking the eighth consecutive meeting where policymakers decided to take no action on the rate front. Against this backdrop, Kevin Flanagan discusses the possibility of a rate cut in the next FOMC meeting in September. Basis point: 1/100th of 1 percent.

    4 min

  8. 24 JUL

    Money in Motion: Playing the Trade with More Clarity…Rate Cuts

    The news of President Biden dropping out of the presidential race has created a whole new layer of uncertainty into the market backdrop. Amid this volatility, we suggest honing in on an issue with more clarity: Fed rate cuts. In the first Basis Points podcast episode of the 'Money in Motion' series, Kevin Flanagan discusses how investors can strategically navigate rate cuts in their fixed income portfolios using a barbell strategy. Basis Point: 1/100th of a percent.

    5 min
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About

Macro commentary and expert-led discussions highlight what’s happening now in fixed income investing, so you can prepare for what’s next. Investing involves risks including loss of principal. This material represents the opinions of the participants at a specific time and is not intended to forecast future events or guarantee future results and should not be relied upon as investment advice. Kevin Flanagan is a registered rep of Foreside Fund Services, LLC.

Information

  • Creator
    Basis Points by WisdomTree Asset Management
  • Years Active
    2019 - 2024
  • Episodes
    241
  • Rating
    Clean
  • Copyright
    © Basis Points by WisdomTree Asset Management
  • Show Website
    Basis Points

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