AUTHORS
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
Recent Articles By The Author
A Bond Market Trapped Between a Variant and a Hawk
Here's what Powell's testimony and Omicron mean moving forward -- and why I'm still optimistic despite long-term bond yields falling while short-term yields rise.
A Heap of Economic Data Is on Our Plate -- And It's Lookin' Pretty Juicy
Let's dig into the big news and reports that were piled on just before Thanksgiving.
Here's Why Inflation Is Like a Game of Tag
Until the economy's ability to produce and deliver products catches up with demand, here's what's likely to play out.
Here's What Could Force the Fed's Hand
It's not just that we're seeing inflation, but that we're seeing several other trends in demand and spending as well. Also, here's why I'm cautious on rates.
Why I Think Interest Rates Are Too Low
What you see now is probably what you are going to get in terms of labor conditions.
Fed Is Buying Time, and That Makes Sense
Here's why and how Powell is justifying the Fed's (lack of) action -- and why I'm optimistic on the economy, and pessimistic on the bond market.
The Fed Has Never Faced a Scenario Like This
How will the central bank deal with decelerating, but still high inflation, especially if it coincides with decelerating, but still solid economic growth?
To Know How the Fed Will Act, We Must Interpret Its Words
Let's check out the Fed's two big goals for action -- higher inflation and maximum employment -- to see what we can realistically expect.
For Rate Watchers, This Day Is of ... Interest
The consumer price index surprises to the upside and the Fed meeting minutes are out. Here's my take on both.
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