Macro commentary and expert-led discussions highlight what’s happening now in fixed income investing, so you can prepare for what’s next. Investing involves risks including loss of principal. This material represents the opinions of the participants at a specific time and is not intended to forecast future events or guarantee future results and should not be relied upon as investment advice. Kevin Flanagan is a registered rep of Foreside Fund Services, LLC.
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Treasury yields have climbed to levels not seen since before the 2007 Financial Crisis, and the Treasury Department’s latest buyback push barely dented the trend. This week on Basis Points, Kevin Flanagan examines why the bond market remains in “selling on strength” mode ahead of Fed Chair Warsh’s first Jackson Hole appearance. Basis point: 1/100th of 1 percent. Learn more:…
AI-related debt issuance has surpassed $500 billion in 2026 alone, adding to supply pressures in bond markets already contending with a nearly $2.0 trillion U.S. budget deficit. This week, Maggie Lucier joins Kevin Flanagan to discuss what is keeping Treasury yields elevated, the impact of Fed uncertainty and why Kevin favors a zero-duration approach to managing interest rate risk. Basis point:…
Long-term Treasury yields have surged following the July FOMC meeting, as limited forward guidance raised questions about the Fed’s policy reaction function. On this week’s episode of Basis Points, Kevin Flanagan examines whether persistent inflation and resilient labor data could leave Chair Warsh boxed into a rate hike and what heightened duration and volatility risks mean for bond investors.…
The Fed kept rates unchanged at the July FOMC meeting, but markets are increasingly focused on the prospect of future hikes. This week on Basis Points, Kevin Flanagan explains why the next move may be a matter of when, not if, and what investors should watch in the months ahead. Basis point: 1/100th of 1 percent. Learn more . Please see the WisdomTree Glossary for additional definitions of terms…
The Fed may be entering a new era, and investors expecting easy rate cuts could be in for a surprise. This week on the Basis Points podcast, Kevin Flanagan is joined by Maggie Lucier, Senior Associate, Investment Strategy. Together, they discuss why Kevin Warsh's policy approach could mean higher-for-longer rates, greater bond market volatility, and a fresh playbook for fixed income investing.…
The June jobs report all but shut the door on expectations for Fed rate cuts this year. On this week’s episode of Basis Points, Kevin Flanagan explains why the focus has shifted to a Fed on hold, and what that means for fixed income investors embracing a barbell strategy. Basis point: 1/100th of 1 percent. Learn more: https://www.wisdomtree.com/us/insights/podcasts/basis-points-podcasts Please see…
The June FOMC meeting may be remembered less for holding rates steady and more for Kevin Warsh’s overhaul of how the Fed communicates policy. This week on the Basis Points podcast, Kevin Flanagan discusses what a Warsh-led Fed could mean for forward guidance, balance sheet policy and the future path of rates. Basis point: 1/100th of 1 percent. Learn more:…
The Fed remained on hold at yesterday's FOMC meeting, but the policy backdrop is becoming more complicated. This week on Basis Points, Kevin Flanagan analyzes how rising price pressures, improving hiring trends and a new Fed Chair are reshaping expectations for the path of interest rates. Basis point: 1/100th of 1 percent. Learn more:…
Private credit is often discussed as a single asset class, but the opportunity set extends far beyond direct lending. This week on the Basis Points podcast, Kevin Flanagan is joined by Chris Acito, CEO of Gapstow Capital Partners, to explore why diversification across multiple credit sectors and a clear understanding of liquidity can help investors build more resilient income-focused portfolios.…
The 10-year Treasury yield has repeatedly snapped back into a 4.0%–4.5% range despite bouts of market volatility. This week on the Basis Points podcast, Kevin Flanagan analyzes why speculation around Treasury Secretary Bessent capping long-term yields may be overstated, and why employment, inflation, and Treasury supply remain the real drivers.
Inflation fears are back, with Treasury yields climbing sharply and markets now pricing in a potential Fed rate hike by 2027. This week on the Basis Points podcast, Kevin Flanagan explains why the “inflation trade” has taken hold and makes the case for Treasury Floating Rate Notes as a key defense in today’s bond market. Basis point: 1/100th of 1 percent. Learn more:…
