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Posted in Economic Development Issuers Rating Agencies

Moody’s Is Skeptical About Economic Development Programs – “Hurt Government Credit Quality”

July 10, 2019 – In a report issued today, Moody’s Investor Service expressed concerns on economic development and/or job incentive…

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Posted in Broker-Dealer Funds

Why The Best Performing Funds May Not Be Distributed Through Your Brokerage House

July 9, 2019 – In a recent report, Barron’s highlighted the “pay-to-play” arrangement involving large brokerage houses like Morgan Stanley,…

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Posted in Credit Ratings Healthcare Legal Rating Agencies

[Moody’s] Citizenship Question on Census 2020 Could Still Materialize, Impacting Medicaid Reimbursements

June 27, 2019 – Moody’s Investor Service said today that the Supreme Court’s June 27 decision did not fully rule…

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Posted in Climate Change ESG Science

An Easy Fix for Climate Change: Restore Forested Lands

July 5, 2019 – Bloomberg’s Eric Roston reported that United Nations and European scientists have hypothesized that a mass restoration…

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Posted in Budgets Credit Ratings Rating Agencies

Moody’s: Delay in State Budgets for Fiscal Year 2020 Reflect Governance Weakness

July 3, 2019 – In a report issued today, Moodys’ Investor Service said seven states – MA, NH, NC, OH,…

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Posted in Budgets Hedge Funds Illinois Legal Restructuring Sell-Side Research

Citi Analysts: Questionable Attempt to Question the Legality of Illinois GO Debt

July 2, 2019 – In a “flash” note issued late Monday, Citi’s municipal analysts Vikram Rai and Jack Muller cast…

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Posted in Credit Ratings Economy Investing Investor Outlook Markets

Nuveen: Expect A Tougher Climb

June 24, 2019 – Nuveen has issued its 2019 Midyear Update covering several asset classes including equities, taxable fixed income,…

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Posted in Investing Investor Outlook Sell-Side Research Technicals

Bank of America Data Shows Increasing Dominance of SMAs

July 1, 2019 – In a report issued on June 28, 2019, Bank of America Merrill Lynch (“BAML”) said, based…

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Posted in Economic Development Education ESG Taxes

[Opinion] The Art of Self-Gifting: Stanford’s $4.7 Billion “Package” For Local Housing and Schools

June 24, 2019 – Stanford University, whose $20+ billion endowment ranks as one of the largest in the nation –…

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Posted in Cities Credit Ratings Housing Issuers NYC NYC HDC

[Moody’s] New York State Tenant Law Won’t Impact NYC Housing Development Corp (“HDC”)

June 20, 2019 – In a short note issued today, Moody’s Investor Service stated that New York State’s recently-enacted Housing…