On this week’s episode of the Basis Point’s podcast, Kevin Flanagan discusses a variety of reasons for the recent drop in the Treasury 10-year yield.

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What's Behind the Recent Drop in the Treasury 10-Year Yield?

What a week for the money and bond markets. This week on the Basis Points podcast, Kevin Flanagan continues his discussion on the sticky topic of inflation and breaks down the impact of the latest monetary policies on bond yields as it relates to the volatile market backdrop. Listen now to learn more about potential solutions for positioning your fixed income portfolio today.

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Don't Go Chasing Waterfalls

This week on the Basis Points podcast, Kevin Flanagan provides perspective on the latest labor market data as policy officials continue pushing back against the recession narrative and gear up for the Jackson Hole Conference taking place later this month.

Back in the Summer of '69

With rate cuts now definitively expected by the bond market for the September FOMC meeting, some perspective is in order. In the third installment of the Money in Motion series, Kevin Flanagan discusses the implications of the new rate regime in U.S. Treasury yields and highlights the advantages of floating rate notes in this investment landscape.


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Treasury yield: The return on investment, expressed as a percentage, on the debt obligations of the U.S. government.

Money in Motion in a New Rate Regime: The Highest Yielding Treasury Security

With Labor Day behind us, the focus for money and bond markets shifts to the September FOMC meeting, where Fed Chair Powell has hinted at a rate cut. This week on the Basis Points podcast, Kevin Flanagan explores the implications of the upcoming September FOMC meeting and discusses the Fed’s shift in focus from inflation to labor market data. 

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Inflation Now Taking a Backseat

Volatility in U.S. Treasury yields hasn’t spared any corner of the fixed income market, except one. Kevin Flanagan explains why Treasury Floating Rate Notes (FRNs) offer stability without layering on credit risk, making the case for Treasury-backed solutions like the WisdomTree Floating Rate Treasury Fund. 

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Income Without the Volatility…or Credit Exposure

In what investors thought was going to be a nice start to a weekend in May got turned around with a late Friday announcement that Moody’s had just downgraded the U.S. long-term credit rating. This week on Basis Points, Kevin Flanagan provides context for investors and explains why the move was expected, aligns with past ratings, and ultimately won’t shake Treasuries’ global dominance. 

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Please see the WisdomTree Glossary for Definitions of terms and indexes: https://www.wisdomtree.com/glossary

Putting a Downgrade in Perspective

The U.S. Treasury market had a volatile week, as Moody’s downgraded the U.S. credit rating and lawmakers advanced a major fiscal policy bill. This week on Basis Points, Kevin Flanagan explains why investor attention has turned to long-duration debt and what it signals about concerns over deficits and debt sustainability.

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Please see the WisdomTree Glossary for Definitions of terms and indexes: https://www.wisdomtree.com/glossary

A Global Aversion for Long Duration

From the back-and-forth headlines on tariffs to Powell’s cautious Fed messaging, investors face a summer of policy-driven volatility. This week on Basis Points, Kevin Flanagan is joined by Samuel Rines, Macro Strategist of Model Portfolios to unpack the latest developments in tariffs, tax bills, and Treasury markets, and explain why staying grounded in fundamentals is more important than ever. 

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Please see the WisdomTree Glossary for Definitions of terms and indexes: https://www.wisdomtree.com/glossary 

Trump, Powell & Rates: Tariffs On, Tariffs Off

Munis are the only major U.S. fixed income sector delivering negative returns in 2025, down 1.1%. This week on Basis Points, Kevin Flanagan analyzes why this underperformance may actually present a rare value opportunity for muni investors against this backdrop. 

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Please see the WisdomTree Glossary for Definitions of terms and indexes: https://www.wisdomtree.com/glossary 

Municipals: Relative Value in U.S. Fixed Income

The Fed left rates unchanged for the fourth straight time in arow at the June FOMC meeting, holding the Fed Funds range at 4.25%–4.50%. This week on Basis Points, Kevin Flanagan explains why Powell & Co. remain firmly in “wait and see” mode as tariff risks and mixed macro signals cloud the outlook for future cuts. 

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Please see the WisdomTree Glossary for Definitions of terms and indexes: https://www.wisdomtree.com/glossary 

Fed Watch: In No Hurry

On top of all the geopolitical headlines the money and bond markets have had to contend with of late, there has been another news story which has recently garnered its own fair share of headlines: a new Fed Chair. This week on Basis Points, Kevin Flanagan gives his take on the conjecturing happening related to this possibility.

Will the Next Fed Chair Lurk in the ‘Shadows’?

The WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) has a decade under its belt, and a performance edge to show for it. This week on Basis Points, Kevin Flanagan shows how this core bond ETF outpaced the Agg by +1.6% over 10 years, proving its staying power across market cycles. 

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Please see the WisdomTree Glossary for Definitions of terms and indexes: https://www.wisdomtree.com/glossary 

A Core Fixed Income Solution That is Built to Last

Wondering what the second half of 2025 could look like for muni bonds? This week on Basis Points, Kevin Flanagan talks with Jeff Burger, Senior Portfolio Manager at Insight Investment, about why recent legislation, aka the “One Big Beautiful Bill”, may be opening up new doors for Muni investors. From market supply to income potential, get the inside scoop on what makes WTMU and WTMY timely fixed income ideas.

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What the ‘One Big Beautiful Bill’ Means for Muni Investors

Private credit is no longer just for institutions and investors are taking notice. This week on the Basis Points podcast, Kevin Flanagan is joined by Chris Acito, CEO of Gapstow Capital Partners, to unpack what private credit is, why it’s gaining traction and how investors can access it through the WisdomTree Private Credit and Alternative Income Fund (HYIN). Listen now to learn why this asset class is resonating with investors and how it could fit in your portfolio.
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Early to the Private Credit Party

At the July FOMC meeting, the Fed left rates unchanged for the fifth straight time, holding firm at 4.25%–4.50%. This week on the Basis Points podcast, Kevin Flanagan explains why mixed data, tariff risks and signs of internal dissent are keeping policy makers cautious on the next move. 

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Fed Watch: See You in September?

Is the Fed ready to pivot? Following a surprisingly soft July jobs report and historic downward revisions, Kevin Flanagan breaks down why a September rate cut may be back on the table in this week’s episode of Basis Points. Tune in as he explores the shifting labor market, key inflation data to watch and how fixed income investors can position portfolios with short-duration strategies. 

Basis point: 1/100th of 1 percent. 

Please see the WisdomTree Glossary for Definitions of terms and indexes: https://www.wisdomtree.com/glossary 

Is a September Rate Cut Now in Play?

Following the softer than expected July jobs report, the money and bond markets have fully embraced the narrative that a Fed rate cut will be coming at the September FOMC meeting. In this episode, Kevin Flanagan gives his thoughts on the Treasury yield curves to watch and where they may be headed in the months ahead. 

Basis point: 1/100th of 1 percent.

Please see the WisdomTree Glossary for additional definitions of terms and/or indexes: https://www.wisdomtree.com/investments/glossary

Basis Points: Steeper Curves Ahead

While the most recent report on the Consumer Price Index was not headline-grabbing, Kevin Flanagan poses this question: Should the bond market expect the unexpected?

Should the bond Market Expect the Unexpected?

Last Friday marked the first ‘real’ data day for the bond market with the release of the final jobs report for 2019. In this week’s podcast, Kevin Flanagan discusses how the December 2019 jobs report falls right in line with our 2020 outlook for the U.S. economy.

Well I Told You Once and I Told You Twice...

After the end of 2019, the U.S. economy went straight into negative territory, as the pandemic-related shutdowns produced unprecedented contractions in activity. Most market participants have been of the mindset that the economy would not return to pre-pandemic levels until the end of 2021. On this week’s podcast, Kevin Flanagan discusses whether the economy can recover sooner than expected.

Riddle Me This: What Looks Like a “V” but Feels Like a “U”?

Is there potential for the UST 10-Year yield to move higher? On this week’s podcast, Kevin Flanagan discusses this possibility along with the possible return of the reflation trade.

"1" Is the Loneliest Number

With monetary policy seemingly on autopilot, fixed income investors have instead placed their focus on fiscal policy. On this week’s podcast, Kevin Flanagan discusses how the Fed has now taken a backseat in bond-land from an official policy perspective.

Fed Watch: Taking a Backseat, Kinda, Sort of…

Inflation expectations have been noticeably on the rise thus far in 2021. On this week’s podcast, Kevin Flanagan is joined by Scott Welch, WisdomTree’s Chief Investment Officer, Model Portfolios, to discuss one potential approach for preparing for inflation: commodities.

Reflation, Flation, What’s Your Nation?

Macro commentary and expert-led discussions highlight what’s happening now in fixed income investing, so you can prepare for what’s next.

Investing involves risks including loss of principal. This material represents the opinions of the participants at a specific time and is not intended to forecast future events or guarantee future results and should not be relied upon as investment advice. Kevin Flanagan is a registered rep of Foreside Fund Services, LLC.

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