Original Article by Matt Grossman
Senior Portfolio Manager Scott Pike spoke with Mass Grossman from The Wall Street Journal about the bond market’s reaction to the election. He also noted that the passing of a big spending agenda would tend to push Treasury yields higher.
Portfolio Manager Jeremy Holtz spoke with Amanda Albright of Bloomberg and made the case for the long end of the muni market.
The Fed’s more relaxed pre-pandemic attitude towards inflation isn’t applicable for today’s economy, noted our Senior Portfolio Manager, Scott Pike, to Matt Grossman of The Wall Street Journal.
Senior Portfolio Manager Wesly Pate spoke with Will Schmitt of the Financial Times and shared his thoughts on larger hospitals being better positioned than smaller hospitals to withstand Medicaid cuts from the Big, Beautiful Bill.
