Market Insights
Cabrera Capital Markets releases market insights on a weekly and quarterly basis to keep you up to date on the latest trends.
Topics
4th May 2026
Municipal market update
The municipal bond market delivered its best performance for April in over a decade. According to the most recent public estimate, the US has spent approximately $25 billion on the current military conflict in Iran.
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27th April 2026
Municipal market update
The front end of the municipal curve remained under pressure last week, with short-term yields rising by as much as 6 basis points as investors continued to move out the curve in search of more attractive relative value.
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20th April 2026
Municipal market update
The municipal market was largely unchanged for most of last week, maintaining a steady tone despite ongoing volatility in broader markets. However, investors played catch-up on Friday, with yields moving lower by approximately 4 basis points, marking the strongest performance of the week.
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6th April 2026
Municipal market update
The municipal market found firmer footing last week as geopolitical tensions surrounding the U.S.-Iran conflict showed intermittent signs of easing through Thursday.
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30th March 2026
Municipal market update
The municipal market continued to be weighed down by geopolitical tensions surrounding the U.S.–Iran conflict, rising oil prices, and a soft Treasury auction – all of which drove volatility across fixed income markets.
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23rd March 2026
Municipal market update
In a widely expected decision, the FOMC held its benchmark interest rates steady as policymakers weighed hotter-than-expected inflation readings, mixed labor market signals, and the evolving conflict with Iran.
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16th March 2026
Municipal market update
Last week, newly released data indicated that economic growth was much slower than expected in the last quarter of 2025, while core inflation continues to accelerate into 2026.
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9th March 2026
Municipal market update
Non-farm payroll fell by 92,000 in February, marking an unexpected decline and one of the largest monthly drops since the pandemic, while the unemployment rate edged up to 4.4%.
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2nd March 2026
Municipal market update
Last Friday’s January Producer Price Index (PPI) came in stronger than expected, rising 0.5% on a seasonally adjusted basis, the largest monthly increase since September last year; on a year-over-year basis, headline PPI increased 2.9%, remaining above the Federal Reserve’s 2% inflation target.
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23rd February 2026
Municipal market update
January’s Personal Consumption Expenditures (PCE) Price Index indicated that inflation pressures firmed at the start of the year, with both headline and core readings accelerating relative to the prior month.
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