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
26th May 2026
Municipal market update
The municipal market continues to evolve as investors increasingly focus on essential infrastructure assets with durable revenue streams and strong implicit government support, rather than relying solely on traditional legal repayment structures.
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18th May 2026
Municipal market update
Last week’s economic data points to an increasingly inflationary environment in the U.S. economy.
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11th May 2026
Municipal market update
Economic data last week reflected continued resilience in the U.S. economy, as April payrolls exceeded expectations with 115,000 jobs added, unemployment remained steady, productivity continued to improve, and unemployment claims stayed historically low, signaling that layoffs remain muted despite broader economic uncertainty.
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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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