Sudip Mukherjee

Sudip Mukherjee, a Senior Municipal Strategist for the Americas at UBS Chief Investment Office, brings his expertise to discuss the relaunch of the Municipal Market Guide. He analyzes shifting performance trends in the muni market and addresses the impact of record supply on investment-grade bonds. The conversation delves into tax-equivalent yields for high-bracket investors and explores the challenges faced by private higher education institutions. Sudip also sheds light on the effects of recent Federal Reserve rate cuts and upcoming trends related to municipal tax exemptions.

Senior Fixed Income Strategists analyze fixed income sub-sectors, discuss Fed rate cuts' impact on high yield sector, preferred stock performance outlook, corporate bond market trends, and market outlook with emphasis on long-duration high-quality bonds amidst economic concerns.

Sudip Mukherjee, Fixed Income Strategist Americas at UBS Chief Investment Office, offers a deep dive into the municipal bond market, highlighting a recent rally driven by improving technicals and renewed inflows. The discussion touches on appealing tax-equivalent yields and the implications of proposed changes to the SALT cap. Legal battles over sanctuary city funding are explored, revealing financial strains and judicial responses. Listeners gain valuable insights into navigating this complex landscape as summer approaches.