2022 Review & 2023 Predictions by 3 Municipal Bond Research Directors



For the #MuniBond wonks, definitely download the podcast "Masters of the MuniVerse" hosted by Eric Kazatsky of Bloomberg Intelligence. It is good pod as his first question "2022 obviously not a great year... Which of you three feel like your (forecasting) got 2022 the most right?"

Participants are Peter Degroot, head of municipal research and strategy at JPMorgan; Vikram Rai, head of municipal strategy at Citigroup; and Mikhail Foux, head of municipal research at Barclays.
External links for your favorite podcast platforms:

Spotify: https://lnkd.in/ePxVjQzj
Apple: https://lnkd.in/eqFpGSAv
Google: https://lnkd.in/ebmnPCJt

 
The graph or picture is a little difficult to read. It display 2022 returns as of December 19th, 2022 and highlights the resiliency of Municipal Bonds vs US Agg, Corporates, Treasuries, and High Yield Munis.
  • Bloomberg Municipal Bond Index Total Return =  -7.81%
  • Bloomberg US Agg Index Total Return Index =     -11.12%
  • Bloomberg US Corporate Total Return Index =      -13.73%
  • Bloomberg US Treasury Total Return Index =        -10.71%
  • Bloomberg Muni High Yield Total Return Index = -11.15%


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