2026 New Issue Supply Forecast
Join Andrew D’Avino this week as he offers his thoughts on the volatility we’re seeing in the muni market, an update on issuance and an update on fundamentals.
Previous Episodes
A Solid Second Half Sets the Tone
Join Matt Hage this week as he breaks down muni market performance in 2025 and shares key outlook themes heading into 2026.
New Issuance Is Being Absorbed Well
Join Vineeth Krishnakumar this week as he offers his thoughts on the volatility we’re seeing in the muni market, an update on issuance and an update on fundamentals.
Post-Shutdown, What’s Next for Munis?
Join Ian France this week as he offers his thoughts on the volatility we’re seeing in the muni market, an update on issuance and an update on fundamentals.
A Strong Fall Municipal Market with Opportunities
Join Francis Adarkwa this week as he offers his thoughts on what’s driving muni performance this fall and where investors might find value heading into year-end.
Municipal Bonds After the Ballot
Join Jack Muller this week as he offers his thoughts on the volatility we’re seeing in the muni market, an update on issuance and an update on fundamentals.
Primary Market Deals
Join Andrew D’Avino this week as he offers his thoughts on recent performance in the muni market, an update on issuance and an update on the current opportunity.
Gas Prepay Sector and Its Growth
Join Sunny Gill this week as he offers his thoughts on recent performance in the muni market, an update on issuance and an update on the current opportunity.
A Stronger Market Tone Where Opportunities Persist
Join Ian France this week as he offers his thoughts on the muni market’s tone, long-end value, and how active managers are approaching credit and curve positioning.
Spooky Seasonality, Compelling Opportunity
Join Mike Perilli this week as he offers his thoughts on recent performance in the muni market, an update on issuance and an update on the current opportunity.
From Rally to Opportunity
Join Mike Denlinger this week as he offers his thoughts on the volatility we’re seeing in the muni market, an update on issuance and an update on fundamentals.
Back to Basics
Join Scott Sprauer this week as he offers his thoughts on why yields, credit quality, and strategy matter now more than ever.
Ideas Across the Muni Curve
Join Ian France this week as he offers his thoughts on the volatility we’re seeing in the muni market, an update on issuance and an update on fundamentals.
Curve Appeal
Join Vineeth Krishnakumar this week as he offers his thoughts on the volatility we’re seeing in the muni market, an update on issuance and an update on fundamentals.
Hospitals Prove Durability in a Dynamic Environment
Join Francis Adarkwa this week as he offers his thoughts on healthcare and the unique challenges faced by hospitals in what has been a dynamic pocket in Munis.
Attractive Levels Garnering Attention
Join Matt Hage, Portfolio Manager at MacKay Municipal Managers, this week for a review of issuance, curve shifts, and tax clarity.
States vs. OBBBA: Financial Fallout Overhyped?
Join Jack Muller this week as he offers his thoughts on the volatility we’re seeing in the muni market, an update on issuance and an update on fundamentals.
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