Potential federal cuts to Medicaid may have downstream credit implications more directly on state finances and hospital operations, but that would depend on the final form of the tax bill.
Volatility has Created Offensive Opportunity
We believe this volatility has created attractive opportunity for bond investors, particularly within our Interest Rate Offense sectors.
Tariff Impact I Market Update
We’ve seen rates on the long end of the curve rise more than rates at the intermediate part of the curve.
