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Category: Municipal Bond market

9.11.14: Evaluating Bond Market’s Liquidity Risk – the Silent Killer

September 10, 2014 Brian Gilmartin Leave a comment

High blood pressure is widely known as “the silent killer” for good reason. This blog post is a continuation of…

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Posted in: Bond Market Liquidity, Bond Market(s), HYD, HYG, MCO, Municipal Bond market, Municipal High Yield, Taxable High Yield

8.12.14: Where is the Inflation 5 years into the Economic Recovery ?

August 12, 2014 Brian Gilmartin Leave a comment

Our two “top-down” trades that have gone wrong in 2014, have been the yield curve flattening, where we thought rates…

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Posted in: Bond Market(s), HYD, Municipal Bond market, Municipal High Yield, Taxable High Yield, TBF - inverse Treasury, TLT

8.5.14: Is Liquidity Becoming an Issue for Fixed-Income Markets ?

August 5, 2014 Brian Gilmartin Leave a comment

Having been fortunate to be invited to a fixed-income roundtable this morning to hear John Miller of Nuveen’s High Yield…

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Posted in: Bond Market(s), HYD, HYG, interest rates, Municipal Bond market, Taxable High Yield

4.13.14: Has Character of Stock Market Changed, and More Links to Read

April 13, 2014 Brian Gilmartin Leave a comment

One element to watching the stock market every day is to get a feel for the pattern of the market,…

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Posted in: GE, GOOG, GOOGL, HYD, HYG, IBM, Municipal Bond market

4.10.14: The Punishing and Unrelenting Bid in the Treasury Market

April 10, 2014 Brian Gilmartin Leave a comment

Last Friday morning, April 4th, 2014, when I saw the 194,000 and then the 32,000 upward revisions in the payroll…

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Posted in: Bond Market(s), HYG, interest rates, Municipal Bond market, TBF - inverse Treasury, Uncategorized

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