Skip to content
Fundamentalis
Fundamentalis
Insightful market commentary from a fresh perspective.
  • Home
  • About Brian
  • Trinity Asset Management

Category: Municipal Bond market

It’s Still All About Interest Rates and the US Economic Data

October 1, 2023 Brian Gilmartin Leave a comment

Anytime during the trading day the last few weeks, when the 10-year Treasury yield moved to multi-year highs, the dollar…

Continue Reading →

Posted in: 10-year Treasury yield, CME fed funds futures, Federal Reserve, Municipal Bond market

The Treasury Yield Curve Has to Normalize – Eventually

June 1, 2023 Brian Gilmartin Leave a comment

Thinking about the Treasury yield curve the night before the May ’23 nonfarm payroll report, eventually the Treasury yield curve…

Continue Reading →

Posted in: Corporate High Yield, Corporate HighGrade Bonds, Municipal Bond market, Treasuries, Treasury Yield Curve

Talking Bond and Credit Markets After Jackson Hole

August 30, 2021 Brian Gilmartin Leave a comment

The above graph from the St. Louis Fed’s database shows the option-adjusted-spread (OAS) on the investment-grade or high-grade corporate bond…

Continue Reading →

Posted in: Corporate High Yield, Credit markets, High-Yield Credit, Municipal Bond market, Municipal High Yield

On the Stock and Bond Markets Today, and This and That

June 20, 2021 Brian Gilmartin Leave a comment

Still a secular bull equity market:  2000 through 2002 was a pretty painful bear market for the SP 500, and…

Continue Reading →

Posted in: Corporate High Yield, Credit markets, Municipal Bond market, Municipal High Yield, Secular Bull Market

Municipal Bonds – Don’t Ignore with Higher Taxes and Budget Relief Ahead

February 3, 2021 Brian Gilmartin Leave a comment

Short post tonight, but it’s been one thought about for a few weeks. Municipal bonds have done well since the…

Continue Reading →

Posted in: 10-year Treasury yield, Municipal Bond market, Municipal High Yield

Post navigation

Page 1 of 4
1 2 … 4 Next →

Fundamentalis

  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate
  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis