Brian Andrew

Money Management and investment consulting

[GopherHole.com @GopherHole]

WHAT DID WE JUST SAY

[Brian Andrew @bkandrew]

Enjoyed Jenny Johnson of @FTI_US at #tayfconvergence this morning. Great insights on future of asset management!

[Brian Andrew @bkandrew]

@tomkeene small businesses need community banks. Imagine a cheese maker in Kaukana WI having to wait for someone in New York to ok the loan?

[Brian Andrew @bkandrew]

An excellent question, and at what level of interest?

[The Kobeissi Letter @KobeissiLetter]

A record $8.9 trillion of government debt will mature over the next year.

Meanwhile, the government deficit in 2024 is projected to be $1.4 trillion.

This means that someone will need to buy more than $10 trillion in US government bonds in 2024.

That's nearly ONE THIRD of all outstanding US federal debt right now.

All while the Fed is expected to start cutting rates, making buying these bonds less attractive.

Who's going to fund all of this debt?

[Brian Andrew @bkandrew]

@FerroTV @tomkeene @annmarie @lisaabramowicz1 An unfortunate change in my morning routine. I’ve given up sugar, oatmeal for healthier breakfast and this was my respite! Will miss the three of you.

[Brian Andrew @bkandrew]

Annie Mulligan of @sowisconsin qualified for the 2025 #SpecialOlympics World Games in Turin, Italy. As a member of the board, it’s great to see hometown athletes like Annie have the opportunity to compete on the world stage. https://t.co/xHMjapqhiB

[Brian Andrew @bkandrew]

With 2023 coming to a close, investors note that it’s been a banner year for #Markets. The 3.3% rise on the measurement of #PCE reported last week could give the Fed more flexibility to lower interest rates next year, reports @NYTimes. https://t.co/sFvnEXDOXe

[Brian Andrew @bkandrew]

The @jawisconsin Titan #BusinessChallenge gives local high school students a chance to compete as leaders of a simulated company. @JohnsonBank is proud to sponsor this year’s event in Oshkosh. https://t.co/b50qMxUvEE

[Brian Andrew @bkandrew]

Effects of the Fed’s announced pivot to lowering #InterestRates are already evident, reports @WSJ. Though it’s too early to “declare victory” over inflation, financial conditions are easing. https://t.co/JzVGjFVWi6

[Brian Andrew @bkandrew]

@JohnsonBank colleague Brian Schaefer shares in @AdvPerspectives his hope that this environment, where high-quality corporate and #MunicipalBonds can do the heavy lifting in income-oriented portfolios, will continue. https://t.co/nus5vLEOKi

[Brian Andrew @bkandrew]

Transitions aren’t easy for everyone—including investors. In this week’s @JohnsonBank #InvestmentCommentary, I highlight the most significant aspects of our thoughts on transition, and how we’ll think about them in the new year. https://t.co/HelUQha1hz

[Brian Andrew @bkandrew]

The Dow added 2.4% for last week, marking the fifth successive weekly gain. This longest winning streak since late 2021 comes following signs that the Fed is done raising #InterestRates, reports @WSJ. https://t.co/Od6o7Zz54Z

[Brian Andrew @bkandrew]

For years, the only way to 5% was by sacrificing liquidity, using leverage, or reaching for yield in lower quality fixed income—this is no longer the case. Read more on the state of income investing in this week’s @JohnsonBank #InvestmentCommentary: https://t.co/K44xaeTTQt

[Brian Andrew @bkandrew]

When the 10-year #TreasuryYield surged to 5% last month, some economists started to worry about the #USBudget—now those warnings look like a fire drill, @IBDinvestors explains. https://t.co/Ihj3df9jE7

[Brian Andrew @bkandrew]

The minutes from the Fed’s meeting suggested support for more #RateHikes appears to be dissipating, reports @Reuters. https://t.co/TQwOA4i65I

[Brian Andrew @bkandrew]

Investors flock to #FixedIncome as more than 75% of U.S. investors expect #InterestRates and #Inflation to remain elevated for at least the next 12 months, reports @InvestmentNews. https://t.co/SU571Sm8HK

[Brian Andrew @bkandrew]

Stocks rallied after the government reported that the overall #ConsumerPriceIndex slowed to 3.2 percent last month on a year-over-year basis, which is the coolest it’s been since July. https://t.co/WmP52goqlr

[Brian Andrew @bkandrew]

Fed chairman Powell warned against the risk of being “misled” by good data on prices, saying the mission to return inflation to its 2 per cent target had a “long way to go,” reports @FinancialTimes. https://t.co/zoRFH9LdWh

[Brian Andrew @bkandrew]

Bonds are on the rise - U.S. #HighYieldBond funds saw a significant boost in demand as they received a net $6.29 billion, the biggest weekly inflow since mid-April 2020. https://t.co/NiDYSCvBsp

[Brian Andrew @bkandrew]

Last week, the #FederalReserve passed on one of its last opportunities to raise short-term interest rates this year. In this week’s #InvestmentCommentary, I write about the Fed’s decision, the #StockMarketRally and the bond market. https://t.co/g5d04EYhM7