Basis Points Podcast
1) The Fed’s Silent Dissenters
The Fed’s divisions may run deeper than the official vote count suggests. This week on the Basis Points podcast, Kevin Flanagan unpacks the concept of “silent dissenters,” what the dot plot signals ab...Show More
2) Fed Watch: Recalibrating the “Recalibration”
As expected, the Fed delivered a third straight 25-basis-point rate cut at the December FOMC meeting. With the resumption of rate cuts now at round three, Kevin Flanagan explains how Powell’s “risk ma...Show More
3) How Can New Hiring and the Unemployment Rate Rise at the Same Time?
How can new hiring and the unemployment rate rise at the same time? In this episode of Basis Points, Kevin Flanagan explains the mechanics behind September’s seemingly contradictory jobs report, where...Show More
4) Fed Watch: A House Divided?
The latest market focus is back on the Fed, and a growing divide inside the FOMC. This week on the Basis Points podcast, Kevin Flanagan breaks down why policymakers are split on additional rate cuts a...Show More
5) Back to Basics with Tax-Aware Laddered Bond Strategies
It’s time to go back to basics with fixed income. This week on the Basis Points podcast, Kevin Flanagan, shares how tax-aware laddered bond strategies in both municipal and Treasury markets may help i...Show More
6) Want to Go Long Duration? Not Recommended at This Time
Yields are hovering just above 4%, but that doesn’t mean it’s time to extend duration. This week on Basis Points, Kevin Flanagan explains why sticky inflation, a non-recessionary backdrop, and muted y...Show More
7) Fed Watch: Risk Management Continues
As was widely expected, the Fed implemented a 25bp rate cut at the October FOMC meeting, bringing the new fed funds trading range down to 3.75%–4%. This week on Basis Points, Kevin Flanagan breaks dow...Show More
8) What If: The Other Side of the Trade
What if the labor market is turning a corner? This week on Basis Points, Kevin Flanagan discusses the “other side of the trade” asking whether the Fed and bond market may be underestimating the streng...Show More
9) Narrowing the Short List for Fed Chair
Who’s next to lead the Fed? This week on Basis Points, Kevin Flanagan discusses the five candidates reportedly on the shortlist to succeed Chair Powell and what each pick could signal for monetary pol...Show More
10) ‘Flying Blind’ in the Shutdown?
With the government shutdown now stretching into its second week, key data releases have been delayed and uncertainty is rising. In this week’s episode of Basis Points, Kevin Flanagan shares how inves...Show More