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
Let's tackle several questions about how the invasion of Ukraine adds to uncertainty over rising energy costs here and in Europe, increasing inflation, recession risks and more.
In testimony to Congress, Powell gives clearer vision of policy tightening plans, rate hikes.
The credit market is on weak footing so far in 2022. Here's my take what's driving the selling and why not all selloffs are the same, why there's no panic and how to find an entry point.
How much and how fast the Fed will hike is unclear, however, as many brace for half percentage point raise. Here's my take.
Let's look at the chances for seeing a 50-basis point rate hike as early as next month.
After one of the best reports of the pandemic era, it is notable that the Fed isn't pushing back against growing 50 bps expectations.
When the Fed is tightening, they are like a car trying to back into a parking spot without a rear-view mirror. They only know to stop when they hit the curb.
Will it be two or three rate hikes, or five or six? Buckle up, because the Fed needs markets to believe that anything is possible.
Let's talk inflation, Fed rate hikes, consumer confidence, and why last Friday's Retail Sales report is fishy.