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

Of Course the Fed Didn't Discuss Tapering Back Easing -- Wink, Wink

The timing for tapering quantitative easing is not as far away, or as uncertain, as Powell would have you believe.

Here's Why Bonds Are Pausing, and Why Yields May Resume Their Rise

The possibility of lasting inflation is very real, and that possibility likely will result in bond yields continuing to rise.

How 'Inflated' PCE Figures Might Affect Fed Rate Hikes

Prices are rising, but the data is messy, especially right now. Here is how I'm thinking about it, and when the Fed might hike rates as a result.

Highlights From the March FOMC Minutes

I expect that stronger economic data will actually cause the market to assume more rate hikes down the road.

March Jobs Report: What Stock and Bond Investors Need to Know

On Friday alone markets added half a rate hike to 2023.

Are Bonds a Bargain Buy?

Let's look at the bull case for fixed income -- and why I'm still betting that rates keep rising.

Afraid of Inflation? I've Got Some 'TIPS' on What Not to Do

Tip No. 1: Beware of Treasury inflation-protected securities. Let me explain.

Fed Meeting Begins and Ends With Inflated Expectations

We're starting to really learn what Average Inflation Targeting means and what it would take for rate hikes.

Don't Let False Inflationary Risks Fool You

What really drives increases in prices and what forces should you actually fret over? Here's how I would frame inflation risks, full employment and rate hikes.

4 Important Takeaways From the February Jobs Report

Here's why we're probably multiple years from a Fed rate hike.

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