Bloomberg Intelligence US Consumer Confidence Falls
Jan 28, 2025
Peter DeGroot, Head of Muni Research at JP Morgan, Mark Paris, Head of Municipal Bonds at Invesco, and Sean McCarthy, CEO of BAM Mutual discuss the state of the municipal bond market amidst declining U.S. consumer confidence. They highlight record bond issuances focused on infrastructure and the impact of potential tax reforms on market stability. The trio delves into the importance of tax exemptions for public services and the ongoing evolution of credit risks faced by municipalities, particularly in the face of natural disasters.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 2min
Consumer Confidence and Municipal Bonds
02:03 • 8min
Impacts of Tax Reforms on the Municipal Bond Market
10:24 • 3min
Tax Exemptions and Municipal Bonds
13:49 • 5min
Exploring Challenges in the Municipal Bond Market
18:28 • 2min
Navigating the Municipal Bond Landscape
20:56 • 15min
Navigating Tax Risks and Opportunities in the Municipal Bond Market
36:25 • 5min
Growth and Dynamics in the Municipal Bond Market
41:30 • 7min
Understanding Municipal Bonds and Credit Risks
48:03 • 3min