Recent Posts

Markets Climb as Fed Shifts

Kevin Warsh’s Senate Banking Committee confirmation hearing for Federal Reserve Chair on April 21 placed the central bank’s upcoming leadership

April 2026 Monthly Bond Market Review

Recent economic data point to moderating growth alongside rising inflation pressures, as the U.S.-Israeli military campaign against Iran that began

Geopolitics Shape Markets, Fed Watch

Geopolitical headlines continue to materially impact market sentiment, and the latest news flow has been constructive. Israel and Lebanon agreed

March 2026 Monthly Bond Market Review

February economic data continued to reflect the measured disinflationary progression that has characterized conditions throughout the post-pandemic normalization cycle, with

Oil Spike, Fed Meeting Ahead

The conflict with Iran remained the primary driver of market sentiment this week. Oil prices spiked as global supplies remained

Investment Policy Updates for 2026: Changes to California Government Code

Have you incorporated the latest changes to California Government Code (CGC) into your agency’s investment policy?

Changes to CGC occur periodically to refine existing laws or enact new laws. Effective January 1, 2026, Senate Bill 595:

• Amends CGC, Section 5360l(h) to allow for the purchase of prime Commercial Paper (CP) with a maximum maturity of 397 days, previously 270 days.1
• Extends the sunset periods from 202l’s Senate Bill 998 from January l, 2026, to January l, 2031, for (1) commercial paper concentrations up to 40% by Local Agencies with $100 million or more of investable assets and (2) for purchasing United States backed or issued securities that could result in zero or negative interest accrual if held to maturity.

Download our white paper to learn how several CGC updates in recent years could warrant an update to your agency’s investment policy.