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
6th July 2026
Municipal market update
Municipal bonds outperformed last week despite the volatility in the Treasury market following the June employment report, which showed the unemployment rate declining to 4.2% and reinforced uncertainty around the Fed's policy path.
Read more
29th June 2026
Municipal market update
Municipal bonds underperformed last week, which was largely expected given the volatility seen the prior week.
Read more
22nd June 2026
Municipal market update
The municipal market remained firm last week as supply was lighter than usual due to the FOMC meeting and the Juneteenth holiday.
Read more
15th June 2026
Municipal market update
Volatility persisted last week as the market reacted to the release of economic data and continued geopolitical developments. Core CPI came in as expected at 4.20%, while PPI came in lower than expected at 6.40%.
Read more
8th June 2026
Municipal market update
Municipal bonds continued to demonstrate resilience despite a heavy issuance calendar, outperforming U.S. Treasuries.
Read more
1st June 2026
Municipal market update
Municipals were firmer ahead of June reinvestment monies, supported by improving sentiment tied to potential geopolitical developments related to the Iran conflict following two weeks of volatility.
Read more
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.
Read more
18th May 2026
Municipal market update
Last week’s economic data points to an increasingly inflationary environment in the U.S. economy.
Read more
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.
Read more
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.
Read more