Category: Municipal Bond Specialists

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Understanding Yield Restriction & Why More Frequent Calculations May Be Necessary

Yield Restriction In Focus Cities all around this country are attracting more residents than ever before. It’s not an unprecedented shift for all, but some cities are experiencing their time in the limelight for the first time. The prospects for continued growth is there, but how will the infrastructure keep up? That’s where the tax-exempt …

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Mastering Bond Compliance: Navigating The Nuance of Bond Compliance During Periods of High Interest Rates

Municipal bonds serve as the foundation of infrastructure development, providing tax-exempt returns to investors while fueling the construction of essential projects across our communities. These bonds, once issued, also create opportunities for the issuers to generate potential arbitrage opportunities. With the Federal Reserve increasing interest rates over the last few years to ease inflation, this …

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How to Calculate Arbitrage?

Tax-exempt bonds are an excellent way for municipalities, such as schools, cities, or counties to pay for projects. These projects, or capital expenditures, may be buildings or other new construction, or even renovations to existing structures. When the municipality issues these bonds — called municipal bonds — the bonds’ tax-exempt status makes them attractive to …

Arbitrage Rebate and Yield Restriction Specialists are here for you

Yield Restriction In Your Jurisdiction

Interest Rates Are On The Rise You’ve probably heard about rising interest rates in this country. Unless you’ve been on a year-long sabbatical in the Amazon. If so, welcome back. Early in 2022, the Federal Reserve, through its Federal Open Markets Committee (FOMC), began raising its federal funds target rate from near-zero levels. The federal …