View all WisdomTree insights in the Fixed Income category.
The June FOMC meeting may be remembered less for holding rates steady and more for Kevin Warsh’s overhaul of Fed policy communications. Kevin Flanagan explains what a Warsh-led Fed could mean for forward guidance, balance sheet policy and the future path of rates.
Read the article
The Fed remained on hold at the June FOMC meeting, but the policy backdrop is becoming more complicated. Kevin Flanagan analyzes how rising price pressures, improving hiring trends and a new Fed Chair are reshaping expectations for the path of interest rates.
Read the article
Private credit is often discussed as a single asset class, but the opportunity set extends far beyond direct lending. Kevin Flanagan and Chris Acito, CEO of Gapstow Capital Partners, explore why diversification across multiple credit sectors and a clear understanding of liquidity can help investors build more resilient income-focused portfolios.
Read the article
The 10-year Treasury yield has repeatedly snapped back into a 4.0%–4.5% range despite bouts of market volatility. Kevin Flanagan and Maggie Lucier analyze why speculation around Treasury Secretary Bessent capping long-term yields may be overstated, and why employment, inflation, and Treasury supply remain the real drivers.
Read the article
Inflation fears are back, with Treasury yields climbing sharply and markets now pricing in a potential Fed rate hike by 2027. Kevin Flanagan explains why the “inflation trade” has taken hold and makes the case for Treasury Floating Rate Notes as a key defense in today’s bond market.
Read the article
Nearly half of the Bloomberg U.S. Aggregate Bond Index is now made up of Treasuries, a dramatic shift from just 22% in 2002. Kevin Flanagan explains why rising deficits are reshaping core bond exposures and how investors may seek a more balanced approach through WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY).
Read the article
Four Fed officials dissented in April—the most since 1992—signaling growing division on rate policy. Kevin Flanagan and Maggie Lucier explain how this shift, alongside Powell staying on, may, or may not, impact future monetary policy decisions.
Read the article
At the April FOMC meeting, the Fed held rates steady for a third consecutive time, but uncertainty is only building. Kevin Flanagan explains why a data-dependent Fed and a likely shift to a Warsh-led regime could signal the easing cycle is nearing its end.
Read the article
March CPI surged +0.9%, its largest monthly jump since 2022, driven by the sharpest gasoline price increase since 1967. Kevin Flanagan explains why the Fed may look through this energy-driven spike, even as inflation risks complicate the path for rate cuts.
Read the article
Treasury yields have surged despite geopolitical tensions, challenging their traditional safe-haven role amid rising inflation fears. Kevin Flanagan explains why Treasury floating rate notes may offer a more resilient way to navigate rate volatility and shifting market dynamics.
Read the article
Credit spreads are widening again as liquidity concerns and AI-driven disruption, especially in software, resurface. Kevin Flanagan and Andrew Okrongly explain why high yield’s lower software exposure and stronger liquidity profile can help mitigate emerging risks while enhancing income.
Read the article
The Fed held rates steady for the second consecutive time at the March FOMC meeting, maintaining the fed funds range at 3.50%–3.75% amid geopolitical uncertainty and mixed economic signals. Kevin Flanagan explains why policymakers may be nearing a “neutral” policy stance and what that could mean as the easing cycle approaches its later stages.
Read the article
