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Record Muni Supply: A Second-Half Outlook

 

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Twitter @MacKayMuniMgrs


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The first half of 2026 challenged many of the market assumptions investors started the year with. While headlines focused on inflation, interest rates, tariffs, and geopolitical uncertainty, the municipal bond market rewarded discipline instead.

In this episode, host Eric Kazatsky is joined by Jack Muller for a midyear review of their 2026 outlook. They revisit the yea...


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Munis Stay Resilient as July Technicals Appear Supportive

 

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Volatility has been the dominant theme in the municipal market, but it has also created new opportunities for investors.

In this month's Muni 360 Market Insights, Eric Kazatsky and Jack Muller discuss how recent rate volatility has led to higher yields across the municipal curve while credit fundamentals remain largely intact. They explore shifting relative valu...


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