Quick Insights Blog

USBAM Quick Insights Blog

Investing in a Falling Interest Rate Environment

Read Article

CMO Primer: The Ins and Outs of Collateralized Mortgage Obligations

Read Article

Darwinism at Work

Read Article

The ins and Outs of Agency Mortgage-Backed Securities

Read Article

The Federal Reserve and Rates in 2024

Read Article

Outlook on the Pharmaceutical Industry: 2024 and Beyond

Read Article

To Sell or Not to Sell: That is the Question

Read Article

Winter Solstice

Read Article

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

Read Article

State Revenue Volatility: Contributing Factors and Consequences

Read Article

Silicon Valley Bank Versus Regional Bank Peers

Read Article

Our Thoughts on the Debt Ceiling

Read Article

Endgame for Rate Hikes

Read Article

The Impact of Rising Rates on the Banking System

Read Article

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

Read Article

Fixed Income Markets and Economy Federal Reserve Current Events

The Long Run

Read Article

Credit

It's All About Inflation

Read Article

Leave No Doubt!

Read Article

Markets and Economy Federal Reserve Current Events

A Green Light to Get Aggressive

Read Article

Markets and Economy Federal Reserve

The Fed is Hawkish - Just not too Hawkish

Read Article

"What a Surprise," Said No One

Read Article

Hamlet's Ghost

Read Article

Here Comes the Rain Again

Read Article

Credit Federal Reserve

Take it to the Limit

Read Article

Markets and Economy Current Events

USBAM Chart of the Month - Automotive Inventory Shortages

Read Article

Special Series Markets and Economy

The Climate Story for Investors

Read Article

Current Events

Summertime, and the Lending Standards are Easing

Read Article

Credit Federal Reserve

The Employment Theory

Read Article

Markets and Economy Federal Reserve Current Events

Are Current Inflationary Pressures Transitory?

Read Article

Markets and Economy

The Fed Snakes the Pipes

Read Article

Markets and Economy Federal Reserve Current Events

A Wish List for the June 15-16 FOMC Meeting

Read Article

Federal Reserve Current Events

Loan Lee at the Top

Read Article

Markets and Economy

USBAM Chart of the Month - Qualified Labor Shortage

Read Article

Special Series Markets and Economy

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

Read Article

Special Series Markets and Economy

USBAM Chart of the Month - Core Personal Consumption Expenditures

Read Article

Special Series Markets and Economy

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

Read Article

Special Series Markets and Economy

USBAM Chart of the Month - Mobility and Engagement Index

Read Article

Special Series Markets and Economy

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

Read Article

Special Series Markets and Economy

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

Read Article

Special Series Federal Reserve

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

Read Article

Special Series Markets and Economy

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

Read Article

Credit Current Events

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

Read Article

Markets and Economy Federal Reserve

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

Read Article

Markets and Economy Federal Reserve Current Events

Your Test Results Are In ...

Read Article

Credit

Fed Begins New Year Where It Left Off

Read Article

Markets and Economy Federal Reserve

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

Read Article

Special Series History

Civil War and the Rise of National Banks - Part I

Read Article

Special Series History

Consumer Confidence and Sentiment - Similar but not the Same

Read Article

Markets and Economy

A Dovish Pause and a Repo Bazooka

Read Article

Markets and Economy Federal Reserve

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

Read Article

Municipals Special Series

Does Pride Always Go Before a Fall?

Read Article

Special Series History

The Cautionary Tale of Tower 27/222

Read Article

Special Series

A Rate Cut and Pause Signal

Read Article

Markets and Economy Federal Reserve

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

Read Article

Markets and Economy Current Events

Six Days in October, Plus Three Years

Read Article

Special Series History

Rate Cuts and Funding Crunches

Read Article

Markets and Economy Federal Reserve

Global Autos: The Bumpy Road Ahead - Part 2

Read Article

Credit

On the Origin of the Specie

Read Article

History

The FOMC and My Dog Zoey

Read Article

Markets and Economy Federal Reserve

This Way to Texas

Read Article

Municipals Current Events

Global Autos: The Bumpy Road Ahead - Part 1

Read Article

Credit

What Does the Future Hold for SOFR?

Read Article

Special Series Markets and Economy

What's With All the Negativity?

Read Article

Markets and Economy Federal Reserve

Jekyll Island and the Ghost of Knickerbocker Trust - Epilogue

Read Article

Special Series History

What is a Yield Curve Inversion?

Read Article

Markets and Economy

The Bond Market Freaks Out

Read Article

Markets and Economy

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

Read Article

Special Series History

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

Read Article

Special Series History

USBAM Comments on the May 1st FOMC Meeting

Read Article

Markets and Economy Federal Reserve

Leveraged Loan Market Growth

Read Article

Markets and Economy

Canadian Consumer Loan Performance Remains Solid Despite Record Household Debt

Read Article

Credit Markets and Economy

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

Read Article

Special Series History

Investors Are Voting With Their Dollars

Read Article

Markets and Economy

Risk in Syndicated Loans

Read Article

Credit Markets and Economy

Subprime Auto Loans: Limited Exposure in Captive Finance Auto ABS

Read Article

Fixed Income Current Events

California Wildfires Spark PG&E Bankruptcy Filing

Read Article

Fixed Income Current Events

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

Read Article

Special Series Markets and Economy

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

Read Article

Markets and Economy Federal Reserve Current Events

Turn the Page

Read Article

Markets and Economy

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

Read Article

Special Series Markets and Economy

USBAM Comments on the December 19th Rate Hike

Read Article

Markets and Economy Federal Reserve

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

Read Article

Current Events

Municipal Investing Feels the Tax Act

Read Article

Fixed Income

The Fed's Stealthy Form of Tightening

Read Article

Markets and Economy Federal Reserve

The Right Rate? LIBOR's Future is Still Unknown

Read Article

Special Series

Why Treasury Money Market Funds sometimes out-yield Government Funds

Read Article

Money Market

Was the Fed Dovish? And a Political Non-Starter

Read Article