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MuniMarket Pulse
Municipal Bonds Market podcast
Format : Finance
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Tom Doe of MMA Says Tax-Exempt Issuance “Is Just Extraordinarily Light”
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Tom Doe of MMA Says Tax-Exempt Issuance “Is Just Extraordinarily Light”
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Fabian of MMA Says “The Story in the Muni Market Remains Scarcity”
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Fabian of MMA Says “The Story in the Muni Market Remains Scarcity”
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Tom Doe of MMA Says “We Haven’t Seen the Retail Investor Flee the Market Just Yet”
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Tom Doe of MMA Says “We Haven’t Seen the Retail Investor Flee the Market Just Yet”
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Matt Fabian of MMA Says “BAB Issuance Was Enormous in June”
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Matt Fabian of MMA Says “BAB Issuance Was Enormous in June”
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Fabian of MMA Says That Negative Headlines Have Caused “A Sense of Fatigue” in the Muni Market
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Fabian of MMA Says That Negative Headlines Have Caused “A Sense of Fatigue” in the Muni Market
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Tom Doe of MMA says “Municipals Were in Their Own World Once Again”
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Tom Doe of MMA says “Municipals Were in Their Own World Once Again”
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Guy LeBas of Janney Montgomery Discusses His Views on Economic Growth in China
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Guy LeBas of Janney Montgomery Discusses His Views on Economic Growth in China
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Fabian of MMA Discusses the IRS Announcement to Audit BABs
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Fabian of MMA Discusses the IRS Announcement to Audit BABs
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Matt Fabian says “The Market Has Been Largely Stable”
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Matt Fabian says “The Market Has Been Largely Stable”
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Tom Doe of MMA says “Investors in BABs Continue to be Rewarded with Higher Yields”
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Tom Doe of MMA says “Investors in BABs Continue to be Rewarded with Higher Yields”
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Natalie Cohen of National Municipal Says “Be Wary of Generalizations” about the Municipal Market
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Fabian of MMA Says the Ratings Recalibration Will Result in an “Increasing Trend Towards Commoditization”
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TJ Marta of Marta on the Markets Says “The US Can Be Likened to a Fading Empire”
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Travis Quast of DerivActiv Says FASB Topic 820 is “Relevant for Entities that Use Derivatives”
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Kevin Kone of SFO Talks about Taking Advantage of the ARRA and Other Financing Alternatives in the Municipal Market
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Kevin Kone of SFO Talks about Steps the Airport Has Taken to Manage Costs and Increase Revenues Despite the Recession
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Tom Doe of MMA Says “There’s This Relative Dearth of Tax-Exempt Product” In the Municipal Market
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Tom Doe of MMA Says “There’s This Relative Dearth of Tax-Exempt Product” In the Municipal Market
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Mitchell Savader of Savader Asset Advisors Says the Municipal Market Will See “A Widespread Deterioration in Credit Quality”
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Feldman of Axiom says “It’s Pretty Clear That a Fairly Large Number of Private Equity Funds Do Misreport”
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Mier of Loop Capital Says Unemployment Compensation Fund Deficits are “Yet Another Source of Burden for State Governments”
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Fabian of MMA Says “A Permanent Extension of the BAB Program Will Greatly Increase Demand”
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Towne of DerivActiv Explains GASB 53 and How it Applies to Governmental Entities
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Tom Doe of MMA Says December Muni Market Performance “Ended on a Whimper”
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TJ Marta Says “It’s Going to Be Cataclysmic If We Do Not Get Our Fiscal House in Order”
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Doe of MMA Says “We Came Into the Month with the Municipal Market Clearly Showing Value”
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Fabian of MMA Says “For Governmental Issuers to Default, They Would Have to Choose to Do So”
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Philip Trieck of Thermopolis Partners Says “The US Dollar has Turned into a Funding Currency for Carry Trades”
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Tom Doe of MMA Says “Illiquidity is Still a Major Issue in the Municipal Market”
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Fabian of MMA Says “Demand Has Stabilized and Prices Have Stabilized” in the Muni Market
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Fabian of MMA Says “California and its Issuers Have Accounted for 27%” of All BAB Issuance
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Stan Feldman of Axiom Valuation Discusses Five Myths about the Fair Value of Alternative Investments
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Doe of MMA Says There’s “This Incredible Demand Component” in the Municipal Market
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Rupley of Miller Canfield Says “The IRS has the Capability and Inclination to Use EMMA” to Track BAB Trading
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Stan Feldman of Axiom Says “What has Changed is the Level of Due Diligence that Fiduciaries Have to Do”
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Fabian of MMA Says “Most People Want More Yield than is Available in the Market Right Now”
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Kim Edwards of Fidelity Capital Markets Says EMMA is “Pretty User Friendly”
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Guy LeBas of Janney Montgomery Says “We’re Not Too Excited About the Path of Consumer Spending”
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Fabian of MMA Says Since the Lehman Crisis, “Households have Consumed 91% of the Net New Municipal Bonds”
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Fabian of MMA Says “There’s a Good Feeling About Fixed Income”
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Doe of MMA Says There is Still “A Pretty Compelling Argument for Build America Bonds”
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Fabian of MMA Says “People are Becoming More Adventurous for Municipal Risk”
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TJ Marta Says We Are “Experiencing the Loss of American Supremacy”
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TJ Marta Says “I’m Not Particularly Bullish on Stocks”
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Mousseau of Cumberland Advisors Says Muni Bond Funds Have “Returned to the Forefront” of Net Buyers
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Doe of MMA Says Summer Markets “Are Dominated by Traditional Investors”
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Mier of Loop Capital Says That 30-Year Municipal Bonds are “Begging to Be Bought”
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Fabian of MMA Says “This Budget Will Just Perpetuate the Situation in California That Much Longer”
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Aleks Miziolek of Dykema Says P3s Are “A Means of Upgrading Our Infrastructure”
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Doe of MMA Says July is “Skewed Positively for the Municipal Market”
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Phillips of PF2 Says CLOs "Have Been Harshly Tarnished" By Poor Performance of Other Asset Classes
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O’Connor of SecondMarket Says "We are Truly a Secondary Market For Illiquid Assets of Any Kind"
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O’Connor of SecondMarket Says "We are Truly a Secondary Market For Illiquid Assets of Any Kind"
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Randy Burleyson of BMO Says BABs Still Offer "A Huge Benefit to the Issuers"
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Fabian of MMA Says a VRDO Backstop Seems "Increasingly Unlikely"
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Doe of MMA Says May Experienced "A Fairly Sharp Correction" Toward Month End
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TJ Marta Says The Market Isn’t In "The Same Psychological Mind Set" As Last Fall
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Scott Colyer of AAM says the Muni Market Has Seen a "Tectonic Change" Since 2008
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Fabian of MMA says Proposed Legislation for Muni Market "Is a Disappointment"
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Doe of MMA says "The First Part of April Was Incredibly Strong" for the Muni Market
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Yosca of BNY Mellon Capital Markets says BABs Provide "Attractive Yields with Very Little Credit Risk"
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Doty of AGFS says, "The Financial Advisory Function is Different from the Broker-Dealer Function" - Part 2
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Robert Doty of AGFS Says "Smaller Issuers Are Heavily Reliant Upon Us" - Part 1
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CA Treasurer Bill Lockyer Says "Taxpayers Did Well" With Build America Bonds
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Fichera of Saber Partners Suggests Creating a National "Municipal Exchange" to Increase Liquidity in Market - Part 2
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Fichera of Saber Partners Says Perhaps the Variable Rate Market "Should Shrink on the Municipal Finance Side" - Part 1
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LeBas of Janney Montgomery Discusses First Quarter Performance and Long Term Economic Forecasts
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Tom Doe of MMA says “It Was Nice to See Municipal Issuance Pick Up Again”
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Polsky of Dougherty & Company Talks About the New Approach to Marketing and Selling Bonds in Muni Market
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Mark Kantrowitz Discusses Student Loan Market and Stimulus Act
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Fabian of MMA Says $6.5 Billion California Bond Sale "Was a Success"
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Mier of Loop Capital Says an Issuer "Can Get Access to All These New Buyers by Going Taxable"
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Decker of the RBDA Explains the Provisions of the Stimulus Package that Affect the Muni Market
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Fabian of MMA Says the Muni Market is "A More Difficult Place for Issuers"
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Parker Colvin says "Our Trading Volume Was Up About 50 Percent 2008 Over 2007"
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Spiotto of Chapman & Cutler Says "There are a lot of Protections for Bondholders in Chapter 9" - Part 2
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Spiotto of Chapman & Cutler Says "There are a lot of Protections for Bondholders in Chapter 9" - Part 2
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Jim Spiotto of Chapman & Cutler Says "Bankruptcy is the Last Resort" for Troubled Municipalities - Part 1
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Jim Spiotto of Chapman & Cutler Says "Bankruptcy is the Last Resort" for Troubled Municipalities - Part 1
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Bill Mason of David Lerner Says that Without Insurance Clients get "More Bang for the Buck"
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Tom Enright of City Securities Says the Muni Market has "A Whole lot of Volatility"
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TJ Marta of Marta on the Markets Says "States are Going to Run into Increasing Finance Problems" - Part 2
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TJ Marta of Marta on the Markets Says that Obama is "Sounding a Lot Like FDR" - Part 1
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Profita of Wells Fargo says "There are Still Great Credits Around"
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Former PA Treasurer Wiessmann says, "We’re Managing the Cash Flow Very Carefully"
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Ron Schwartz of StableRiver Says "Go Into 2009 with Good Quality Bonds"
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Guy LeBas of Janney Predicts Many Deferred Muni Deals Will "Die on the Vine"
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Yosca of BNY Mellon Capital Markets Says Demand from High Net Worth Investors has Been "Astounding"
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Mousseau of Cumberland Advisors Says Municipal Bonds "Still Represent an Incredible Value"
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Mackin of NatCity says Assured Guaranty’s Purchase of FSA is "A Good Thing for the Market"
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Mier of Loop Capital Says Muni Market is Relying "A Little Too Much on the Retail Customer"
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Matt Meaney of Aegon Says "Market Conditions are Very, Very Bad" for GICs and Repos
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Chris Hall Says Munis "Went Pretty Quickly From Hate to Love"
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Polsky of Dougherty & Company Says "This is a Really Exciting Turn in the Market"
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David Caprera on Changing Tax Rules in a Changing Municipal Market
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Bill Mason Describes the Municipal Market in Two Words: "Higher Yields"
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Delahunt Says Munis are Attractive "But No Need to Jump into the Deep End"
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Parker Colvin says There is "Very Significant Retail Investor Demand" in Secondary Market
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Profita of Wells Fargo says "Short Rates Have Clogged-Up the Entire Marketplace"
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Guy LeBas Says Investors Should "Proceed With a Lot of Caution in Every Market"
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TJ Marta of RBC Predicts Continued Contraction in Banking System
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Dan Solender of Lord Abbett Says There Are "No Credit Issues with Housing Bonds"
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Chris Mier of Loop Capital Says Economy is "Not Out of the Woods Yet"
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Ciccarone Says "Strange and Odd Time" for Muni Ratings Reform
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Imhoff of Stifel, Nicolaus Sees Value in Non-AMT Housing Paper
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Treasury Manager Explains Lakeland’s Two-Pronged Solution to ARS Exposure
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Michael Decker of the RBDA Endorses Muni Ratings Legislation
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MacIntosh of Eaton Vance Says Federal Government Should Stay Out of Muni Ratings
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Bryan Williams Says "Recovery Has Been Dramatic" Since February Meltdown
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Joel Silva Speaks on the Role of Muni ETFs in the Marketplace
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LeBas Says Fannie, Freddie "Technically Solvent," but "Can’t Be Allowed to Fail"
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Brett Schwantes Identifies Key Points of FAS 157, Discusses "Unintended Consequences"
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John Mousseau Says "The Municipal Market is as Cheap as It’s Been" Since 2000
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Rob Haines Says Insurers are Trying to Silence the Critics, Discusses Fitch Withdrawal
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Ken Woods Recommends Alaska, Food Belt, and Texas PSF Bonds
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Delahunt Says "It Would Be Unwise Not To Listen" to Ackman; MBIA, Ambac Downgrades
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Bill Lockyer On Moody’s Move Towards Unified Ratings Scale
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Dick Larkin Fears That Downgrade Slide May Become "Self-Fulfilling Prophecy"
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Crescenzi Describes Muni Outlook Within Current Interest Rate Environment
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Rick Profita of Wells Fargo Says MBIA, Ambac Downgrades "Not Exactly Fresh News"
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TJ Marta of RBC Says Bond Insurer Downgrades Will Put "Extraordinary Stress" on Banks
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Deane Yang Discusses the Pricing System Behind Muni ETFs
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Peter Warren Says "Serious Questions" Still Remain on Student Loan Stabilization Program
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Jim Evans Predicts Higher Volatility in the Near-Term, Explains Municipal Arbitrage
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Mitchell Savader Discusses Both Sides of the Ratings Reform Debate
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Tim Ryan Describes the Rise of Municipal ETFs as a Viable Investment Alternative
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Meehan Describes Impact of Kentucky vs Davis Decision on Funds, Investors
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Chris Hall of Harris NA Says UBS Exit is, "Double-Edged Sword
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Lance Pan Explains the Investors’ Perspective on the Auction Rate Securities Market
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Ed Oswald Explains New Tax Reporting Requirements for Muni Issuers; IRS’s Push for Transparency
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Stienstra Says Ratings Reform is "Probably Inevitable," Explains Fund’s Use of Derivatives
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Wolfe Warns of a "Half-Baked Solution" to Student Loans, Predicts Inefficiencies
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Enright Says Auction Rate Conversions are at "Incredibly Attractive Levels" for Investors
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Flanagan Says, "We Do Not Have A Crisis" in Student Loans, Compares with Subprime
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Kantrowitz Discusses Legislation to Aid Student Loan Credit Crunch, Describes His Solutions
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Paul Sheldon Says Student Loan Problems Will Persist Into 2009; Identifies Resources
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Mitchell Savader Says Wall Street Woes May Negatively Impact New York Muni Credits
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Mitchell Savader Says Wall Street Woes May Negatively Impact New York Muni Credits
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Stamper Focuses on Capturing "Upside Potential and Downside Protection"
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Stamper Focuses on Capturing "Upside Potential and Downside Protection"
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Hoadley of Wisconsin Says Merging Scales Would Be "Very Disruptive"
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Hoadley of Wisconsin Says Merging Scales Would Be "Very Disruptive"
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Ciccarone of McDonnell has "Strong Reservations" on Ratings Reform, Points To History
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Ciccarone of McDonnell has "Strong Reservations" on Ratings Reform, Points To History
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Guy LeBas of Janney Says Auction Rate Failures Dependant on Max Rates; Predicts Recession
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Guy LeBas of Janney Says Auction Rate Failures Dependant on Max Rates; Predicts Recession
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Dan Solender of Lord Abbett Says Underlying Credit Quality of Munis is "Staying Strong"
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Dan Solender of Lord Abbett Says Underlying Credit Quality of Munis is "Staying Strong"
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T.J. Marta Of RBC Describes The "Implosion of the Financial System" Applauds Fed Actions
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T.J. Marta Of RBC Describes The "Implosion of the Financial System" Applauds Fed Actions
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Pennsylvania’s Wiessmann Speaks on Solutions for the Municipal Short-Term Market Turmoil
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Pennsylvania’s Wiessmann Speaks on Solutions for the Municipal Short-Term Market Turmoil
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John Kautz of Ziegler Describes The "Unprecedented Volatility" In Muni Swap Spreads
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John Kautz of Ziegler Describes The "Unprecedented Volatility" In Muni Swap Spreads
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Chris Mier of Loop Capital Says Fed Is “Throwing Gas on the Fire” In Terms of Stagflation
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Chris Mier of Loop Capital Says Fed Is “Throwing Gas on the Fire” In Terms of Stagflation
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Rob Haines Says the Fundamentals of the Bond Insurers Are "Horrible"
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Rob Haines Says the Fundamentals of the Bond Insurers Are "Horrible"
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Delahunt of Raymond James Offers Bond Insurer Solution, Discusses Ratings "Forbearance"
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Delahunt of Raymond James Offers Bond Insurer Solution, Discusses Ratings "Forbearance"
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Ned Sher of Fifth Third Speaks On The "Tsunami" of LOC Requests From ARS Conversions
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Ned Sher of Fifth Third Speaks On The "Tsunami" of LOC Requests From ARS Conversions
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Bill Ackman Says, "We Want the Bond Insurers to Succeed;" Explains Insurer Restructuring
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Bill Ackman Says, "We Want the Bond Insurers to Succeed;" Explains Insurer Restructuring
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Bob MacIntosh of Eaton Vance is Looking for "Good Value" In The Wake of Downgrades
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Bob MacIntosh of Eaton Vance is Looking for "Good Value" In The Wake of Downgrades
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Mackey of Rice Financial Says there is a "Tremendous Cloud" Over the Ratings Agencies
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Mackey of Rice Financial Says there is a "Tremendous Cloud" Over the Ratings Agencies
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Mousseau of Cumberland Advisors Says Muni Market Turmoil Is In The “7th Inning Stretch”
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Mousseau of Cumberland Advisors Says Muni Market Turmoil Is In The “7th Inning Stretch”
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Tim Mackin of NatCity Says The Muni Market is Facing "A Perfect Storm"
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Tim Mackin of NatCity Says The Muni Market is Facing "A Perfect Storm"
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Dick Larkin, Muni Veteran, Points His Finger At The Ratings Agencies; Insurer "Arrogance"
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Dick Larkin, Muni Veteran, Points His Finger At The Ratings Agencies; Insurer "Arrogance"
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Guy LeBas, Economist at JMS Says the Fed Acted Unknowingly; US Slowing, No Recession
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Guy LeBas, Economist at JMS Says the Fed Acted Unknowingly; US Slowing, No Recession
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Hall, Head of Underwriting at Harris NA Says "Bond Insurance is Not Needed"
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Hall, Head of Underwriting at Harris NA Says "Bond Insurance is Not Needed"
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Mason of Lerner & Associates Says the Fed’s 75 Basis Point Cut "A Panic Move"
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Mason of Lerner & Associates Says the Fed’s 75 Basis Point Cut "A Panic Move"
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Swanson of Siebert Brandford Shank on Fitch’s Downgrade of Ambac; Implications
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Swanson of Siebert Brandford Shank on Fitch’s Downgrade of Ambac; Implications
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Polsky of Dougherty Says Municipal Credit Spreads have "Over-Corrected"
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Polsky of Dougherty Says Municipal Credit Spreads have "Over-Corrected"
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Evan Rourke of MD Sass on Insurer Meltdown; Speculation of a Downgrade
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Evan Rourke of MD Sass on Insurer Meltdown; Speculation of a Downgrade
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Mike McDaniel of Ziegler on a "Divergence in the Marketplace," and Insurer Effects on Auction Rates
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Mike McDaniel of Ziegler on a "Divergence in the Marketplace," and Insurer Effects on Auction Rates
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Mike Imhoff of Stifel, Nicolaus & Co Talks About MBIA’s Negative Credit Watch
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Mike Imhoff of Stifel, Nicolaus & Co Talks About MBIA’s Negative Credit Watch
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Parker Colvin of Stone & Youngberg on Year End Volume, Explains Cali Paper
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Parker Colvin of Stone & Youngberg on Year End Volume, Explains Cali Paper
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Bill Elliott of PNC Capital Markets talks about Higher Ed Financing Options in Today’s Market
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Bill Elliott of PNC Capital Markets talks about Higher Ed Financing Options in Today’s Market
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Tom Enright of City Securities on Insurer Speculation, Widening Credit Spreads
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Tom Enright of City Securities on Insurer Speculation, Widening Credit Spreads
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Peter Hill of ACA Talks About ACA's Negative Credit Watch; $1.7Bn Write-Down
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Peter Hill of ACA Talks About ACA's Negative Credit Watch; $1.7Bn Write-Down
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Brian McGough of Fifth Third says Short-Term Rates are "Stifling"
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Brian McGough of Fifth Third says Short-Term Rates are "Stifling"
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