Real Money authors - Tom Graff

Tom Graff

Tom is a Head of Fixed Income and a Portfolio Manager at Brown Advisory, overseeing more than $6 billion in bond portfolios in both mutual funds and separate accounts. He has spent over 20 years in the fixed income business, concentrating on macroeconomic analysis. Prior to joining Brown Advisory, Tom was a managing director at Cavanaugh Capital Management. He served as a portfolio manager and was responsible for trading, analysis and management of taxable fixed income portfolios.

You can reach Tom on twitter @tdgraff

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Recent Articles By The Author

The Market May Not Care Yet, but This Hiring Pace Is Not Normal

Sure, the jobs number lined up with expectations and the market didn't really budge on the big number. But let's take a close look at these figures and see why it's getting a little too hot in here.

Fed Races Down a Tightrope, Stepping Up a Half Point. How Far Can It Go?

Tightening monetary policy is tricky -- hike too much and the economy could go splat. So this half point decision was a tough balancing act and a dash against time. Here's what I see down the line.

Busting a Few Myths About the Fed and Inflation Fighting

If by the end of 2023 inflation is around 2.6% and unemployment is around 3.8%, then I'd hardly call this period a failure.

Is the Economy Throwing Us a Curveball?

Amid chatter of inflation and recession, something strange is happening with the yield curve. Let's see what it could be telling us and what other signs (hint: housing) to watch.

The Economy, Inflation, Have Been Burning Up. Are They Burning Out?

Let's tackle the big question: Is inflation, and possibly the economy, too, reaching a peak? We're seeing some possible signs of slowing -- but they could be other, harmless shifts under the surface. Here's my take.

Hawkish Fed Flies Fast and Furious as Economic Outlook Fogs

The Fed is getting aggressive in selling down bond holdings, so here's my take on what that means for investors and recession risk -- and why the Fed's moves are akin to backing into a parking space quickly with no rearview mirror.

The Fed's Got a Big Jobs Problem

Friday's jobs report is good news for workers, but it's not so good news for the Fed. Here's why.

It's Time for a Fresh Look at Bonds

The first quarter was one of the worst in decades for bonds, but if you've been sitting in cash to avoid pain in the bond market, it may be time to rotate back in.

What an Inverted Yield Curve Is Telling Us About a Potential Recession

The inversion that we saw this week is only the beginning -- an ever more aggressive Fed results in an ever more inverted curve.

As First Rate Hike Lands, Know the Fed Is Dead Serious About Prices

Would the Fed cause a recession to restore price stability? Let's tackle that question and many others after the FOMC meeting.

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