Lesson 9 - Kings of the Divided Monarchy
Lesson from Kevin Flanagan on October 14, 2026
Investing in a 5% Bond World: The Barbell
Growth, sticky inflation, policy uncertainty and Treasury supply have pushed long-term yields to multi-decade highs. On this week’s episode of the Basis Points podcast, Kevin Flanagan outlines a barbell approach for investing in a “5% bond world.”
Basis point: 1/100th of 1 percent.
Consumer Price …
Ski While You Still Can - Top Travel Destinations
Skiing is changing, and altitude has never mattered more. Kevin Flanagan looks at what warming winters mean for European resorts, the limits of artificial snow and the places still worth considering, from the high Alps to Andorra. A thoughtful, practical guide for anyone wondering where — and when …
Fed Watch: Holding the Line
The Fed held rates steady at the October FOMC meeting, but another increase in December remains in play if growth stays solid and inflation remains above target. On the Basis Points podcast, Kevin Flanagan explains why policymakers may take a deliberate, data dependent approach, what recent comment…
Lesson 12 - Kings of the Divided Monarchy
Lesson from Kevin Flanagan on November 4, 2026
There’s a New Kid in Town in the Bond Market
Treasuries are drawing safe-haven demand as AI-related stocks sell off, but the forces keeping yields elevated haven’t gone away. This week on Basis Points, Kevin Flanagan and Maggie Lucier discuss how solid growth, sticky inflation, a less predictable Fed and heavy Treasury and AI-related debt sup…
Lesson 12 - Kings of the Divided Monarchy
Lesson from Kevin Flanagan on November 4, 2026
Lesson 11 - Kings of the Divided Monarchy
Lesson from Kevin Flanagan on October 28, 2026
Lesson 10 - Kings of the Divided Monarchy
Lesson from Kevin Flanagan on October 21, 2026
What Do the Midterm Results Mean for Rates?
Political gridlock may not mean less federal spending or lower Treasury yields. On the Basis Points podcast, Kevin Flanagan and Maggie Lucier discuss why the midterm election results may do little to change the fiscal outlook, with deficits and potential spending deals keeping Treasury supply in fo…
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