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 Fed Is Doing Exactly What They Said They'd Do

Here's a challenge to the bond bear thesis.

As Time Runs Low, Fed Keeps Eyes on 'Speed Limit' for Jobs, Prices

While it remains highly uncertain when interest rates will actually lift off, this FOMC meeting shows we're probably getting closer.

How the 10-Year Treasury Yield Slip Tripped Up Investors (Like Me)

When a trade veers from what you expect, it's crucial to find out whether you have a bad thesis or it just hasn't played out yet. Here's my take.

The Labor Shortage Is Real: Here's What That Means for the Fed and the Market

Powell can no longer assume there will be many months of strong labor gains before wage pressure becomes a serious challenge.

How to Switch to Safety With Bonds and Bond Funds

Let's see how to invest in bonds as a way to maintain safety amid threats of rising rates.

The Hawk Is Starting to Circle, so Why Isn't the Market Scurrying?

We can see a hawkish shift in recent weeks, and here's how I see this playing out as talk of quantitative easing tapering picks up.

So, Let's See What the Fed Really Said in April

Looks like there was some chatter about 'talking about' tapering of quantitative easing and about speculation. Let's dig in.

Consumer Price Index Hike Shocks, but Doesn't Tell Whole Story

The CPI jumps an eye-popping 4.2%, but a lot of noise is included in that number.

Making Sense of the Disappointing April Jobs Report (And How I Traded It)

When government data seems strange like this, it is more likely to be an artifact of sampling or some other one-off reason.

Inflation Could Rise, but Don't Bet on It

Why? It's not a good wager -- and there are better places for investors to put their money if the economy booms.

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