Basis Points

Aug 05, 2026 — Long-term Treasury yields have surged following the July FOMC meeting, as limited forward guidance raised questions about the Fed’s policy reaction function. On this week’s episode of Basis Points, Kevin Flanagan examines whether persistent inflation...

No transcript available.

Jul 30, 2026 — The Fed kept rates unchanged at the July FOMC meeting, but markets are increasingly focused on the prospect of future hikes. This week on Basis Points, Kevin Flanagan explains why the next move may be a matter of when, not if, and what investors should...

No transcript available.

Jul 22, 2026 — The Fed may be entering a new era, and investors expecting easy rate cuts could be in for a surprise. This week on the Basis Points podcast, Kevin Flanagan is joined by Maggie Lucier, Senior Associate, Investment Strategy. Together, they discuss why...

No transcript available.

Jul 08, 2026 — The June jobs report all but shut the door on expectations for Fed rate cuts this year. On this week’s episode of Basis Points, Kevin Flanagan explains why the focus has shifted to a Fed on hold, and what that means for fixed income investors embracing...

No transcript available.

Jul 07, 2026 — What will be the biggest risks and opportunities in markets over the next decade? While nobody has a crystal ball, Capital Group’s Investment Director Matt Reynolds joins the show to discuss the four structural shifts he believes will have the biggest...