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
What Is This Poor Payroll Report Telling Us?
I don't want to overreact to a single month, markets are looking past it, but carefully watch other indicators as well.
Want a Clearer Signal on Treasury Yield Moves? Block Out the Noise
Yields waved higher on Tuesday on manufacturing survey data and stimulus headlines, but we've been here before. Here's my take on the move.
Mnuchin's Bomb, Yellen's Call, and the Data Deluge: Let's Make Sense of It All
Big headlines dropped this past week, including that funding for several emergency lending programs would not be renewed. Here, I'll sort it all out.
I'm Not Expecting a Big Plot 'Twist' in the Fed's Covid Response
Here's my case why there's little reason rates should fall -- and why they might go higher.
Here's What to Make of Bond Market Gyrations
There also are multiple ways to look at what to expect next from Treasuries and junk bonds and how to act accordingly.
My Big Takeaways on Friday's Payrolls Report
I see almost nothing here not to like, and it shows plenty of signs that the labor market is actually gaining steam.
Now's No Time to Form Emotional 'Bonds' With Your Candidate
Here's my take on keeping our feelings out of investing and how the Treasury and credit markets are reacting to the election.
Reading the Bond Market and Investing Through the Election
Most of the media's attention is on the presidential race. However, that isn't what has been moving the bond market in recent weeks.
Question: Can You Quantify the Effect of Quantitative Easing?
Twitter chatter about 'QE 4EVER' may soon become a reality -- but what will it mean for the markets?
My Case for Treasury Yields
Here are some trade ideas that include being long corporate bonds right now.
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