Quick Insights Blog

USBAM Quick Insights Blog

What is the Latest on Tariffs?

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InvestEd – Understanding Corporate Credit Spreads

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Investing in a Falling Interest Rate Environment

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CMO Primer: The Ins and Outs of Collateralized Mortgage Obligations

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Darwinism at Work

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The ins and Outs of Agency Mortgage-Backed Securities

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The Federal Reserve and Rates in 2024

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Outlook on the Pharmaceutical Industry: 2024 and Beyond

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To Sell or Not to Sell: That is the Question

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Winter Solstice

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Trouble Looming in Commercial Real Estate? Examining Life Insurers’ Commercial Mortgage Loan Portfolios

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State Revenue Volatility: Contributing Factors and Consequences

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Silicon Valley Bank Versus Regional Bank Peers

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Our Thoughts on the Debt Ceiling

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Endgame for Rate Hikes

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The Impact of Rising Rates on the Banking System

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"We will stay the course, until the job is done"

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Fixed Income Markets and Economy Federal Reserve Current Events

The Long Run

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Credit

It's All About Inflation

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Leave No Doubt!

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Markets and Economy Federal Reserve Current Events

A Green Light to Get Aggressive

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Markets and Economy Federal Reserve

The Fed is Hawkish - Just not too Hawkish

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"What a Surprise," Said No One

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Hamlet's Ghost

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Here Comes the Rain Again

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Credit Federal Reserve

Take it to the Limit

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Markets and Economy Current Events

USBAM Chart of the Month - Automotive Inventory Shortages

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Special Series Markets and Economy

The Climate Story for Investors

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Current Events

Summertime, and the Lending Standards are Easing

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Credit Federal Reserve

The Employment Theory

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Markets and Economy Federal Reserve Current Events

Are Current Inflationary Pressures Transitory?

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Markets and Economy

The Fed Snakes the Pipes

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Markets and Economy Federal Reserve Current Events

A Wish List for the June 15-16 FOMC Meeting

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Federal Reserve Current Events

Loan Lee at the Top

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Markets and Economy

USBAM Chart of the Month - Qualified Labor Shortage

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Special Series Markets and Economy

USBAM Chart of the Month - U.S. Banking System Balance Sheet Composition

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Special Series Markets and Economy

USBAM Chart of the Month - Core Personal Consumption Expenditures

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Special Series Markets and Economy

USBAM Chart of the Month - Federal Reserve Senior Loan Officer Opinion Survey on Bank Lending Practices

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Special Series Markets and Economy

USBAM Chart of the Month - Mobility and Engagement Index

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Special Series Markets and Economy

USBAM Chart of the Month - Non-Farm Payrolls by Industry

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Special Series Markets and Economy

USBAM Chart of the Month - Federal Reserve Senior Loan Officer Opinion Survey on Bank Lending Practices

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Special Series Federal Reserve

USBAM Chart of the Month - U.S. GDP Output Gap

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Special Series Markets and Economy

"Never Worried About Payin' or Even How Much I Owe"

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Credit Current Events

"You Got a (D)FAST (C)CAR"

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Markets and Economy Federal Reserve

The Market Votes Thumbs Down on the Fed's Emergency Rate Cut

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Markets and Economy Federal Reserve Current Events

Your Test Results Are In ...

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Credit

Fed Begins New Year Where It Left Off

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Markets and Economy Federal Reserve

Civil War and the Rise of National Banks Part II - the Emergence of National Currency

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Special Series History

Civil War and the Rise of National Banks - Part I

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Special Series History

Consumer Confidence and Sentiment - Similar but not the Same

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Markets and Economy

A Dovish Pause and a Repo Bazooka

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Markets and Economy Federal Reserve

Will Governments Learn a Lesson About Infrastructure From PG&E?

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Municipals Special Series

Does Pride Always Go Before a Fall?

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Special Series History

The Cautionary Tale of Tower 27/222

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Special Series

A Rate Cut and Pause Signal

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Markets and Economy Federal Reserve

A Hitchhiker's Guide to the European Union, the Euro and Brexit

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Markets and Economy Current Events

Six Days in October, Plus Three Years

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Special Series History

Rate Cuts and Funding Crunches

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Markets and Economy Federal Reserve

Global Autos: The Bumpy Road Ahead - Part 2

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Credit

On the Origin of the Specie

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History

The FOMC and My Dog Zoey

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Markets and Economy Federal Reserve

This Way to Texas

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Municipals Current Events

Global Autos: The Bumpy Road Ahead - Part 1

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Credit

What Does the Future Hold for SOFR?

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Special Series Markets and Economy

What's With All the Negativity?

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Markets and Economy Federal Reserve

Jekyll Island and the Ghost of Knickerbocker Trust - Epilogue

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Special Series History

What is a Yield Curve Inversion?

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Markets and Economy

The Bond Market Freaks Out

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Markets and Economy

Jekyll Island and the Ghost of Knickerbocker Trust (Part 3)

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Special Series History

Jekyll Island and the Ghost of Knickerbocker Trust (Part 2)

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Special Series History

USBAM Comments on the May 1st FOMC Meeting

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Markets and Economy Federal Reserve

Leveraged Loan Market Growth

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Markets and Economy

Canadian Consumer Loan Performance Remains Solid Despite Record Household Debt

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Credit Markets and Economy

Jekyll Island and the Ghost of Knickerbocker Trust (Part 1)

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Special Series History

Investors Are Voting With Their Dollars

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Markets and Economy

Risk in Syndicated Loans

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Credit Markets and Economy

Subprime Auto Loans: Limited Exposure in Captive Finance Auto ABS

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Fixed Income Current Events

California Wildfires Spark PG&E Bankruptcy Filing

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Fixed Income Current Events

The Right Rate? SOFR Vies to Become LIBOR's Replacement

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Special Series Markets and Economy

Fed's Message to the Market: Okay, okay. We heard you.

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Markets and Economy Federal Reserve Current Events

Turn the Page

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Markets and Economy

A (Very) Brief History of U.S. Central Banking

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Special Series Markets and Economy

USBAM Comments on the December 19th Rate Hike

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Markets and Economy Federal Reserve

OPEC's Production Cuts: What it means for the market

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Current Events

Municipal Investing Feels the Tax Act

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Fixed Income

The Fed's Stealthy Form of Tightening

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Markets and Economy Federal Reserve

The Right Rate? LIBOR's Future is Still Unknown

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Special Series

Why Treasury Money Market Funds sometimes out-yield Government Funds

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Money Market

Was the Fed Dovish? And a Political Non-Starter

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