Basis Points

By Basis Points by WisdomTree Asset Management

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Episodes: 321

Description

Macro commentary and expert-led discussions highlight what’s happening now in fixed income investing, so you can prepare for what’s next. Investing involves risks including loss of principal. This material represents the opinions of the participants at a specific time and is not intended to forecast future events or guarantee future results and should not be relied upon as investment advice. Kevin Flanagan is a registered rep of Foreside Fund Services, LLC.

Episode Date
Bessent & Warsh Go Down the Jackson Hole
Aug 26, 2026
What’s Driving Treasury Yields Higher?
Aug 12, 2026
Is the Bond Market Putting Warsh in a Corner?
Aug 05, 2026
Fed Watch: Is It a Matter of When, Not If?
Jul 30, 2026
A New ‘Warsh’ Cycle
Jul 22, 2026
Closing the Curtain on Rate Cuts
Jul 08, 2026
A ‘Warsh’ Out at the Fed
Jun 24, 2026
Fed Watch: The Changing of the Guard Finally Arrives
Jun 18, 2026
Private Credit Beyond the Headlines: Why Diversification and Liquidity Matter More Than Ever
Jun 11, 2026
Are Bessent’s Hands Tied?
Jun 03, 2026
‘Warsh’ and Dry
May 20, 2026
What’s ‘Under the Hood’ of Your Core Bond Position?
May 13, 2026
Powell Stays…Should the Dot Plot?
May 06, 2026
Fed Watch: Powell’s Last Stand & What Comes Next?
Apr 29, 2026
Inflation’s First Official Debut
Apr 15, 2026
Nowhere to Hide…Except Maybe Treasury Floating Rate Notes
Apr 08, 2026
How to Mitigate Software Exposure in Bonds
Mar 25, 2026
Fed Watch: Between a Rock and a Hard Place
Mar 18, 2026
One Week Later
Mar 11, 2026
Is “Selling America” Fake News?
Mar 04, 2026
A World Without the ‘Dot Plot’?
Feb 25, 2026
Warsh’s Reality Check: The Fed Balance Sheet
Feb 18, 2026
Weighing in on Warsh
Feb 11, 2026
Trump Administration’s Plan to Buy Agency MBS: How to Play It?
Feb 05, 2026
Fed Watch: Can I Place You on Hold?
Jan 29, 2026
A Quality-Screened Substitute for Bank Loans
Jan 22, 2026
Putting a Steeper Yield Curve to the Test
Jan 14, 2026
The Answer to the Curve Steepener: Active/Passive Barbell
Dec 24, 2025
The Fed’s Silent Dissenters
Dec 17, 2025
Fed Watch: Recalibrating the “Recalibration”
Dec 11, 2025
How Can New Hiring and the Unemployment Rate Rise at the Same Time?
Nov 26, 2025
Fed Watch: A House Divided?
Nov 18, 2025
Back to Basics with Tax-Aware Laddered Bond Strategies
Nov 12, 2025
Want to Go Long Duration? Not Recommended at This Time
Nov 05, 2025
Fed Watch: Risk Management Continues
Oct 29, 2025
What If: The Other Side of the Trade
Oct 22, 2025
Narrowing the Short List for Fed Chair
Oct 15, 2025
‘Flying Blind’ in the Shutdown?
Oct 08, 2025
Treasury FRNs Remain a Cornerstone Bond Strategy
Oct 01, 2025
Fed Watch: Will It Be Déjà vu All Over Again?
Sep 17, 2025
Treasury Yields: How Low Can We Go?
Sep 10, 2025
Fed Watch: Independence & Filtering Out the Noise
Sep 03, 2025
Steeper Curves Ahead
Aug 19, 2025
Is a September Rate Cut Now in Play?
Aug 06, 2025
Fed Watch: See You in September?
Jul 30, 2025
Early to the Private Credit Party
Jul 23, 2025
What the ‘One Big Beautiful Bill’ Means for Muni Investors
Jul 16, 2025
A Core Fixed Income Solution That is Built to Last
Jul 09, 2025
Will the Next Fed Chair Lurk in the ‘Shadows’?
Jul 02, 2025
Fed Watch: In No Hurry
Jun 18, 2025
Municipals: Relative Value in U.S. Fixed Income
Jun 11, 2025
Trump, Powell & Rates: Tariffs On, Tariffs Off
Jun 04, 2025
A Global Aversion for Long Duration
May 28, 2025
Putting a Downgrade in Perspective
May 20, 2025
Income Without the Volatility…or Credit Exposure
May 14, 2025
Fed Watch: Still Waiting
May 07, 2025
Positioning Portfolios for a New Trade Regime
Apr 30, 2025
Re-Positioning in an Active Core Strategy
Apr 16, 2025
Introducing a Time-Tested Solution for Municipals
Apr 09, 2025
Trump, Powell & Rates: The Pre-April 2nd Edition
Mar 26, 2025
Fed Watch: Let’s Just Wait and See
Mar 19, 2025
Discounting the D.C. Effect in the Bond Market
Mar 12, 2025
Extending Duration Has Been a Fleeting Strategy
Mar 05, 2025
Public vs. Private Credit: Finding Their Lanes in 2025
Feb 19, 2025
Rate Cuts: That Was Then, This Is Now
Feb 12, 2025
Trump, Powell and Rates: A Look Ahead
Feb 05, 2025
Fed Watch: A Pause That Refreshes?
Jan 29, 2025
Just How ‘Rich’ is U.S. Credit
Jan 22, 2025
2025: The Year of ‘Un-inverted’ Yield Curves
Jan 15, 2025
Five Alive: Where is the Treasury 10-Year Yield Headed?
Jan 08, 2025
Fed Watch: A 25bp Stocking Stuffer
Dec 18, 2024
A Normal Rate Setting Calls for Active Passive/Fixed Income
Dec 11, 2024
A Passive Income Solution Without the Volatility
Dec 04, 2024
Re-Positioning in an Active Core Strategy
Nov 20, 2024
A Post-Election/Post-Fed Look at Treasuries
Nov 13, 2024
Fed Watch: Speed Limit 25
Nov 07, 2024
Putting the ‘Plus’ in a Barbell Plus Strategy
Oct 30, 2024
Sorry, Your Ticket Has Not Been Validated
Oct 16, 2024
Unlocking the Potential of Alternative & Private Credit in Modern Portfolios
Oct 09, 2024
Money in Motion: A Barbell for Rate Cuts
Oct 02, 2024
Fed Watch: 'Cut' to the Chase
Sep 18, 2024
The Yield Curve ‘Un’Inverts, Well Sort Of
Sep 11, 2024
Inflation Now Taking a Backseat
Sep 04, 2024
Money in Motion in a New Rate Regime: The Highest Yielding Treasury Security
Aug 21, 2024
The Treasury Rally Ticket Needs to be Validated
Aug 14, 2024
Money in Motion: Playing Along Directly with Rate Cuts
Aug 07, 2024
Fed Watch: This Will Be the Last Time
Aug 01, 2024
Money in Motion: Playing the Trade with More Clarity…Rate Cuts
Jul 24, 2024
When Will the Yield Curve ‘Un’Invert?
Jul 10, 2024
Staking a ‘Claim’ With Inverted Curves
Jun 26, 2024
Fed Watch: At the Midway Point
Jun 12, 2024
U.S. Credit: We’re Not In Uncharted Territory
May 29, 2024
Data Dependent = Volatility
May 22, 2024
Let’s Stop With the Rate Hike Talk Already
May 08, 2024
Fed Watch: Push It Back, Push It Back, Way Back
May 01, 2024
Pre-FOMC: A Different Type of Taper
Apr 17, 2024
How to Navigate the Ever-changing Bond Landscape: The Barbell
Apr 10, 2024
Inflation: The Last Mile Could Be the Hardest
Apr 03, 2024
Fed Watch: The Waiting Game Continues
Mar 20, 2024
Is the Fed Going to Party Like it's 1995?
Mar 06, 2024
The Bond Market Rally That Has Yet to be Validated
Feb 28, 2024
Treasury FRNs: Not Just a Rate Hedge
Feb 21, 2024
U.S. Credit: State of the Market
Feb 14, 2024
Groundhog Day for the Bond Market
Feb 07, 2024
Fed Watch: Not So Fast, My Friend
Jan 31, 2024
The New Rate Regime: Playing for Rate Cuts
Jan 24, 2024
The New Rate Regime: Income Without the Volatility
Jan 17, 2024
U.S. Fixed Income: Looking Back & Looking Ahead
Jan 03, 2024
How to Play the Fed Pivot in Fixed Income
Dec 20, 2023
Fed Watch: Pivot, Pivot
Dec 13, 2023
Entering the Land of Confusion
Dec 11, 2023
Will the Recent Plummet in Treasury Yields Be Validated?
Dec 06, 2023
Income Sans the Volatility…A Year Later
Nov 29, 2023
Harvesting Losses into a Field of Opportunity
Nov 15, 2023
Just How Tight Are Financial Conditions Anyway?
Nov 08, 2023
Fed Watch: In a Holding Pattern
Nov 01, 2023
Income Sans the Volatility...A Year Later
Nov 01, 2023
Have Inverted Yield Curves Lost Their Way?
Oct 18, 2023
Do You Want to See Something Really Scary?
Oct 11, 2023
Fed Watch: Is That All You Got?
Sep 20, 2023
U.S. Economy: Receding Recession Expectations
Sep 13, 2023
U.S. Labor Market Activity: Slowing, Not Weakening
Sep 06, 2023
Five Alive
Aug 30, 2023
Does What Goes Up Have to Come Down?
Aug 23, 2023
Budget Deficits Come Into Focus
Aug 09, 2023
Still Want to be Late to the Duration Party
Aug 02, 2023
Fed Watch: The Final Countdown
Jul 26, 2023
Bonds: A 1H 2023 Report Card
Jul 19, 2023
Skipping the Pause
Jul 05, 2023
U.S. High Yield: What's Priced In?
Jun 28, 2023
A Nice Dose of: Don't Fight the Fed
Jun 21, 2023
Fed Watch: End of the Line?
Jun 14, 2023
Debt Ceiling: Waiting for a Done Deal
May 31, 2023
The New Fed Debate: Skip vs. Pause or Pause vs. Cut?
May 24, 2023
Some Perspective on Banking Woes: Two Months Later
May 17, 2023
'Floating' Up to the Ceiling...Revisited
May 10, 2023
Fed Watch: The Waiting Is the Hardest Part
May 03, 2023
A Tale of Two Yield Curves
Apr 19, 2023
Just Hold On a Minute
Apr 12, 2023
A Month at Six Flags for Treasuries
Apr 05, 2023
The Fed's Lending a Hand
Mar 29, 2023
Fed Watch: Threading the Needle
Mar 22, 2023
What A World, What A World
Mar 13, 2023
Shelter From the Storm?
Mar 01, 2023
Are the Winds of Change Turning into Gale Warnings?
Feb 22, 2023
Inverted Yield Curves Reach New Heights
Feb 15, 2023
The Highest Yielding Treasury Security-Revisited
Feb 08, 2023
Fed Watch: Speed Limit 25
Feb 01, 2023
Has Default Become the Latest Buzz Word?
Jan 25, 2023
An "Un-Conditional" Guarantee?
Jan 17, 2023
What Could Possibly Go Wrong?
Jan 10, 2023
Treasuries Ain’t Buying What the Fed’s Selling
Dec 21, 2022
Fed Watch: Downshifting to Fifty
Dec 14, 2022
Fixed Income: A Return to Normalcy
Dec 07, 2022
Income Sans the Volatility
Nov 30, 2022
Pay No Attention to That Man Behind the Curtain
Nov 16, 2022
Is Five Becoming the New Four?
Nov 09, 2022
Fed Watch: 'Pivot' Lite?
Nov 02, 2022
U.S. Treasury Yields: The Next Generation with Morgan Stanley
Oct 26, 2022
No Powell Pivot
Oct 19, 2022
Volatility Seems To Be Everywhere
Oct 11, 2022
When Is a Recession Actually a Recession?
Oct 05, 2022
Navigating the Uncharted Waters Between Growth and Inflation
Sep 28, 2022
Fed Watch: Full Steam Ahead
Sep 21, 2022
Will It Be A 'Four' Gone Conclusion?
Sep 07, 2022
Aiming for High Income, with a Quality Screen
Aug 24, 2022
Will Powell Play “Fed Texas Hold’Em”?
Aug 17, 2022
Back in the Summer of '69
Aug 10, 2022
Don't Go Chasing Waterfalls
Aug 03, 2022
Fed Watch: Back-to-Back in the History Books
Jul 28, 2022
Is it Just a Matter of How Shallow or Deep?
Jul 20, 2022
Income Back in Fixed Income?
Jul 06, 2022
Looking for Recession Clues In All the Wrong Places
Jun 29, 2022
Is a 4% 10-Year Treasury Yield Possible?
Jun 22, 2022
I'll See Your 50, and Raise You 75
Jun 15, 2022
What’s Next? 2022 Mid-Year Outlook with Morgan Stanley
Jun 08, 2022
Unsure About Duration? Try our Barbell Tool
Jun 01, 2022
How to Find Higher Yield
May 25, 2022
Float Like a Butterfly, Don't Get Stung by a Bee
May 11, 2022
Fed Watch: Nifty-Fifty
May 04, 2022
The Defining Moment for the Bond Market?
Apr 20, 2022
On the QT
Apr 13, 2022
Are Inverted Treasury Yields Fake News?
Apr 07, 2022
Where Treasury and TIPS Yields May Be Headed
Mar 23, 2022
We Have Lift-Off
Mar 16, 2022
Stagflation Without the Stag
Mar 09, 2022
Can Powell Hit a Curveball?
Mar 02, 2022
Are Fed Funds Futures All That They're Cracked Up To Be
Feb 22, 2022
Looking for Yield When Rates Are Rising
Feb 16, 2022
Negative Yields Are No Longer Spanning Across The Globe
Feb 09, 2022
Where Is The Treasury 10-Year Yield Headed?
Feb 01, 2022
Ready, Set, Hike...
Jan 26, 2022
The Fed's Balancing Act
Jan 19, 2022
Is Early Liftoff a ‘Four’ Gone Conclusion?
Jan 12, 2022
2022's High Conviction Trade – Rising Rates
Jan 05, 2022
It's Beginning to Look a Lot Like...Rate Hikes
Dec 16, 2021
In The Eye Of The Beholder
Dec 08, 2021
Nowhere to Run...With One Exception
Nov 30, 2021
Transitory Inflation Has Gone Mainstream
Nov 16, 2021
Fed Watch - Moving On And Rather Quickly
Nov 04, 2021
Rates Rising, Who You Gonna Call?
Oct 26, 2021
Five and Dime
Oct 19, 2021
This Time It's For Real
Oct 13, 2021
A Fresh Idea for Bond Investors
Oct 05, 2021
A Conversation on Mortgage-Backed Securities
Sep 28, 2021
Exit Stage Left
Sep 23, 2021
Protecting the 'Core'terback
Sep 14, 2021
Missed it by that Much
Sep 07, 2021
Greetings from Jackson Hole... See you in September
Aug 31, 2021
Your Move, Jay Powell
Aug 10, 2021
Aligning the Stars in Fixed Income
Jul 20, 2021
What's Behind the Recent Drop in the Treasury 10-Year Yield?
Jul 13, 2021
Ending the First Half on a Solid Note
Jul 06, 2021
'TIP'ping Point
Jun 30, 2021
Could Liftoff Be Pushed Up Again?
Jun 23, 2021
Fed Watch "Blues Clues"
Jun 17, 2021
Breathe, Breathe In The Air
Jun 09, 2021
Wait a Minute(s)
May 25, 2021
"Consumed" By Inflation
May 19, 2021
A Potential High-Income Solution for a Yield-Challenged Environment
May 11, 2021
Emerging Markets Corporate Bonds Q&A
May 05, 2021
Fed Watch: Same as it Ever was
Apr 28, 2021
Going Out Like a Lion
Apr 20, 2021
Giving Credit Where It’s Due
Apr 14, 2021
Treasury 10-Year Yield: A Case of “Higher Highs”
Apr 07, 2021
“Zero”ing in on a Rate-Hedged Solution
Mar 30, 2021
Fed vs. Treasuries: Who Will Blink First?
Mar 24, 2021
Fed Watch: In No Hurry for a “Liftoff”
Mar 17, 2021
There's No Such Thing as a Free Lunch
Mar 09, 2021
Have You Rate-Hedged Yet?
Mar 02, 2021
Reflation, Flation, What’s Your Nation?
Feb 24, 2021
Searching for Yield, Not Reaching for Yield
Feb 17, 2021
“Inflate-Gate”? Don’t Tell That to the Bond Market
Feb 10, 2021
What Does the U.S. Manufacturing Recovery Mean for Commodities?
Feb 02, 2021
Fed Watch: Taking a Backseat, Kinda, Sort of…
Jan 27, 2021
Sooner Rather than Later Happened
Jan 11, 2021
"1" Is the Loneliest Number
Jan 05, 2021
3 for ’21: Key Fixed Income Themes for the New Year
Dec 22, 2020
Fed Watch: The Final Countdown
Dec 16, 2020
Now the Calendar’s Just One Page…and, of Course, I Am Excited
Dec 08, 2020
It’s “On the Line”
Dec 01, 2020
Divided Highway Ahead?
Nov 17, 2020
Can We Just Get Back to …. Fundamentals?
Nov 10, 2020
The One Common Denominator: Fed Policy
Nov 03, 2020
“Deficit Discipline” Is So Yesterday
Oct 27, 2020
“Blue Wave”: The Other Side of the Trade
Oct 21, 2020
Does a “Blue Wave” = Higher Rates?
Oct 13, 2020
The Bond Market Has Become Non-Labor Intensive
Oct 06, 2020
U.S. High-Yield Default Rates Double…Quality Matters
Sep 29, 2020
Riddle Me This: What Looks Like a “V” but Feels Like a “U”?
Sep 22, 2020
Fed Watch: ‘New’ Policy Framework, Batteries Not Included
Sep 16, 2020
What Goes Up Has Definitely Been Coming Down
Sep 08, 2020
Fed’s Gonna Let the Economy Run “Hot, Hot, Hot”
Sep 01, 2020
Up on the Tightrope: Powell’s ‘Balancing’ Act
Aug 25, 2020
Heading in the Right Direction
Aug 18, 2020
A Fixed Income State of Affairs
Aug 11, 2020
Cratering: A Q2 GDP Experience
Aug 04, 2020
Fed Watch: Gonna Take Two Weeks; Gonna Have a Fine Vacation
Jul 29, 2020
It’s “Funding”mental
Jul 21, 2020
Silver Linings
Jul 07, 2020
U.S. Treasuries Watch: Thinking Globally
Jun 30, 2020
Leaving a TIP
Jun 23, 2020
High Hopes
Jun 16, 2020
Fed Watch: June Gloom
Jun 10, 2020
Don't Go All Negative on Me
Jun 02, 2020
The Fed and Fixed Income ETFs
May 19, 2020
How Bad Was It?
May 12, 2020
Should We Care About the Yield Curve Going Forward?
May 05, 2020
Fed Watch: At the Ready
Apr 29, 2020
The Fed Goes Bond Buying
Apr 21, 2020
Dazed and Confused? We Got You Covered
Apr 14, 2020
Money in Motion: What's in the Price?
Apr 07, 2020
Money in Motion: Yield Ahead
Mar 31, 2020
Money in Motion: It’s Not about Return on Principal, but Return OF Principal
Mar 24, 2020
Fed Goes Nuclear
Mar 17, 2020
It Just Doesn't Matter
Mar 10, 2020
Going Viral: The Sequel
Feb 25, 2020
19th Nervous Breakdown
Feb 18, 2020
Once Upon a Time...in DC
Feb 11, 2020
Going Viral
Feb 04, 2020
No Attack of the Killer BBBs
Jan 28, 2020
Could the Tail Wag the Dog?
Jan 21, 2020
Well I Told You Once and I Told You Twice...
Jan 14, 2020
It's the Most Wonderful Time of the Year!
Dec 17, 2019
Fed Watch: No Lump of Coal This Year
Dec 11, 2019
Don't Fight the Tape
Dec 03, 2019
The Barbell Solution: Q4 Update
Nov 19, 2019
As the World Turns
Nov 12, 2019
ROS: Recession Obsession Syndrome
Nov 04, 2019
Fed Watch: Third Time's a Charm?
Oct 30, 2019
The Yield Curve 'Un-Inverts'
Oct 22, 2019
The Price is Right
Oct 14, 2019
Clear and Present Danger?...Not So Fast
Oct 08, 2019
Markets to the Fed: Go Fund Me
Sep 30, 2019
Fed Watch: It Takes Two
Sep 19, 2019
By the Time We Got to Woodstock
Sep 10, 2019
Welcome to the Party, Powell?
Sep 03, 2019
What is the Highest-Yielding Treasury Security?
Aug 26, 2019
Don't Know Much About History
Aug 19, 2019
Pump It Up
Aug 13, 2019
Would Fed Tweets Work Better?
Aug 05, 2019
Like a Good Neighbor, the Fed is There
Aug 01, 2019
Past Performance Is Not Indicative of Future Results
Jul 25, 2019
Fed Watch: Under Pressure
Jul 25, 2019
Reality Bites
Jul 09, 2019
No Heavy Lifting
Jul 02, 2019
UST 10-Year... Where Do We Go From Here
Jun 25, 2019
One Plus One Equals Three
Jun 11, 2019
Which Came First—the Chicken or the Egg?
Jun 04, 2019
Don't "Fix"ate within Your Short Duration
May 28, 2019
"Curve"ology 101
May 21, 2019
No Longer “on the Q.T.”
May 14, 2019
"Barbell"-ing Can Get the Job Done
May 08, 2019
Fed Watch: Some Like It Hot
May 01, 2019
Can I Get a Refund?
Apr 23, 2019
The Fed vs. the ECB: Who Will Blink First?
Apr 16, 2019
Putting The Cart before The Horse
Apr 09, 2019
Did The Fed Cut Rates without Telling Anyone?
Apr 02, 2019
Upside Down…the Yield Curve Inverts
Mar 26, 2019
"March"ing Out Like A Lamb
Mar 21, 2019
U.S. Econ Watch—Stubbing Your Toe
Mar 12, 2019