Dry Powder

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.


Previous Episodes

Spread Love

Municipal bonds benefitted from spread tightening during the first quarter.

Springtime Technicals Usher in a Season of Opportunity

Against a backdrop of tight municipal-to-treasury ratios, some underwriters are offering attractive concessions in order to get new issue deals sold.

The Value of Picking Your Spots Wisely

Alex McLaughlin and Chris Roberti break down the current rate and inflation narrative, the credit landscape, an overview of the healthcare sector, why investors are “refocusing” on the value of tax free income, and more.

Law Of Supply

Tax-exempt supply is picking up as we look to March and April technicals ahead, which are typically a weaker period due to tax season and slowing of reinvestments.

Technically Speaking

Join Alex McLaughlin 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. 

Refi Deep Dive

We discuss why some issuers are choosing to redeem their outstanding Build America Bonds.

2024: Out of the Gate

Ian France joins Chris Roberti to discuss how things are looking out of the gate in 2024.

Seasons Come and Go, Relative Value is Here to Stay

Market demand absorbs higher supply and weaker seasonals ahead to watch in the municipal market.

Demand > Supply

Fed chose to keep interest rates unchanged and largest deals were significantly oversubscribed during the week.

Demanding Duration

Municipal bond investors appear to favor longer duration securities so far in 2024.

Top Five Insights For 2024

Bob DiMella, Co-head & Co-CIO of MacKay Municipal Managers joins Chris Roberti to discuss our Top Five Insights for 2024.

Healthcare On the Mend

Early in 2024, we are seeing a pick-up in planned issuance of healthcare bonds as operations improve and management teams shift their focus to strategic capital projects

By subscribing you are consenting to receive personalized online advertisements from New York Life Investments.

Get More from the Minds Behind Munis

Visit Muni 360 for more premier insights from the proven team at MacKay Municipal Managers, and learn more about our highly rated municipal solutions. 

Go to Muni 360 >