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Market Intelligence

Market Intelligence analyst Jeff Lipton revisits the taxable muni market's expansion from the 1986 tax reforms through the BAB era, showing how call features, policy changes and rate cycles influence issuance, and why taxable munis remain a flexible tool for issuers and investors.

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Market Intelligence

Market Intelligence analyst Jeff Lipton analyzes how varied state funding priorities and overall charter school support, shifting enrollment patterns, policy uncertainty, charter renewal risk,  and varied pension practices affect charter school bond security—and outlines what issuers, advisors and investors should be communicating to the market.

Career Moves
  • How the Tax Exemption Maintains the U.S. as a World Leader in Infrastructure Investment
    ON-DEMAND VIDEO

    Pamela Frederick and Adam Barsky will share their views on the importance of the tax-exemption, how it benefits state and local governments, taxpayers, and U.S. retail investors -- and keeps the country competitive on a global scale.

  • Watching for clues from the Federal Reserve
    ON-DEMAND VIDEO

    Mike Goosay, Chief Investment Officer of Global Fixed Income at Principal Asset Management, breaks down the Federal Open Market Committee meeting, Chair Powell's press conference and the SEP.

  • Is the FOMC ready to pause?
    ON-DEMAND VIDEO

    The Federal Open Market Committee cut the fed funds target again in December but signaled fewer cuts in 2025. There was some dissent. The markets are watching to see if the Federal Reserve pauses its easing cycle in January. Brian Rehling, head of global fixed-income strategy at Wells Fargo Investment Institute, recaps and parses the previous day's FOMC meeting and Fed Chair Jerome Powell's press conference.

Colin MacNaught is CEO & co-founder of BondLink
MuniThink

With large language models parsing EMMA filings and investor relations sites, municipal issuers must modernize their disclosure so both humans and algorithms can accurately understand their credit story and avoid unintended red flags.

Andrew Kalotay
MuniThink

While fixed-spread tenders may be a novelty for tax-exempt bonds, they have been around for over 40 years for corporate bonds.

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