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Posted in COVID-19 Economy Federal Reserve Rates

Morgan Stanley: Fed Likely To Succeed In Spurring U.S. Inflation. Investors Say Municipal Bond Yields Have Risen As A Result.

September 14, 2020 – Morgan Stanley said the Federal Reserve’s recently-announced inflation-targeting framework will likely spur U.S. inflation. The so-called…

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Posted in Budgets Investor Outlook Markets Rates U.S. Congress

Betting Markets Point To 28% Probability of Democratic “Blue Wave”. Analysts: That’s Great for Munis!

June 15, 2020 – Based on betting market odds, research house Morgan Stanley computed a 28% probability (as of June…

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Posted in Investor Outlook Markets Rates

Citi To Investors: Stay The Course and Remain Invested

February 26, 2020 – One of the most controversial interest rate calls in #Muniland was made late last year by…

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Posted in Economy Federal Reserve Markets Rates

GS/MS: Yesterday’s Fed Cut May Be Final Cut For A While

October 31, 2019 – Two major dealers – Goldman Sachs and Morgan Stanley – issued reports concluding yesterday’s FOMC 25bp…

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Posted in Cities Investor Outlook Rates States Technicals Transportation Finance

BlackRock Reduced Long-Dated Bond Holdings in $11B Muni Fund

August 29, 2019 – BuyMuni’s analysis of BlackRock’s Strategic Municipal Opportunities Fund (“SMO Fund”) investor materials revealed tactical shifts within…

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Posted in Economy Housing Rates

Goldman: U.S. Housing To Improve Despite Headwinds

August 26, 2019 – In a research note issued yesterday, Goldman Sachs analysts concluded that U.S. housing is likely to…

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Posted in Federal Reserve Rates Trade

[IFR Markets] Could Trump Be Setting A Trap?

On Thursday, IFR Markets’ Duncan Balsbaugh hypothesized that President Donald Trump could be setting a trap for the Federal Reserve,…