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
Powell Finds Everything's Not Easing Come, Easing Go
Here are my takeaways from the Fed meeting and why the chair is struggling with messaging as we're getting closer to seeing Quantitative Easing purchase tapering.
Bad Omens and Chasing Ghosts on the Yield Curve's Slip: Here's My Take
The market's 'narrative' around falling yields isn't internally consistent, suggesting we have several competing narratives playing out at once. Here's what they are and how to position.
Prices Are on Fire and Powell Is Getting Grilled, but I'm Keeping Cool
Here's my take on the scorching CPI report as the Fed sits on the hot seat on Capitol Hill.
As Fed's Feathers Darken, Powell Drops Clues in June Minutes
Here's my read on why we're seeing the hawkish shift.
Question Marks and Market Implications: Interpreting the June Jobs Report
Here's what the numbers mean and how the market will likely evolve from here.
What to Expect From the June Jobs Report on Friday
However you slice it, total labor supply doesn't seem to be in recovery mode.
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.
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