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
Wait a Minute: Fed Grows Hawkish and Bonds, Stocks Rally?
Let's sort out the FOMC meeting, what bonds are telling us and how this could all play out.
Inflation May Not Be Exactly as It Appears
Consumer prices look like they are not growing as quickly. But let's take a closer look at a key area to watch -- and see how the Fed will likely respond.
How Long Can Rates Stay This Low?
That's a question I get asked a lot. So, let's dig in.
What the 'Messy' August Jobs Report Means for Investors and the Fed
This payroll result should be a reminder that just because there aren't a lot of new legal restrictions doesn't mean consumers won't change behavior.
The Fed's Next Delicate Dance Is Figuring Out When to Raise Rates
And Chairman Jerome Powell in his Jackson Hole speech offered clues as to what could trigger an end to the Federal Reserve's zero interest rate policy.
What Fed Tapering Would Mean for the Markets and Economy
Ahead of Jackson Hole, the Fed knows QE is doing more harm than good.
It's the Wrong Conclusion to Assume the Fed Is Actually Ready to Tighten Policy
The bull view on bonds isn't totally crazy. The prudent thing is to remain defensive on rates.
How Consumer Prices and QE Are Affecting Markets
The impact of QE is not what you may think, and inflation and rate hikes will have a more direct effect on yields.
Why the July Jobs Report Could Be a Game Changer
What you need to know about the blowout report and where markets are likely headed next.
Here's Why Friday's Jobs Report Will Be a Big Deal for Fed Watchers
Let see what employment numbers and weakening economic data could mean for policies such as quantitative easing tapering.