Newsletter | Bluerose

FAFSA Delays and SIFMA Index Volatility Among Key Market Considerations to Open 2024

Max Wilkinson

Mar 147 min read

FAFSA Delays and SIFMA Index Volatility Among Key Market Considerations to Open 2024

As FAFSA Challenges Persist, Colleges and Universities Scramble to Adjust. By now, colleges and universities are quite familiar with...

Georgina Walleshauser

Nov 9, 20233 min read

Benefits of Positive Arbitrage

A significantly inverted treasury yield curve with elevated short-term rates continues to persist in the market.

The Shield - Third Quarter Market Update

Ben Pietrek

Oct 23, 20235 min read

The Shield - Third Quarter Market Update

The third quarter of 2023 has seen significant market movements and much uncertainty around the United States’ economic outlook for 2024...

The Shield - Final LIBOR Transition Update

Blue Rose Marketing

Aug 30, 20234 min read

The Shield - Final LIBOR Transition Update

LIBOR cessation occurred as scheduled on June 30th of this year, and now most variable instruments which historically referenced LIBOR...

The Shield - Rating Agency Update: New S&P Criteria and FY2022 Medians

Blue Rose Marketing

Aug 1, 20239 min read

The Shield - Rating Agency Update: New S&P Criteria and FY2022 Medians

As we’ve passed the mid-year point in 2023, rating agencies have published higher education sector updates and median data for fiscal year..

Locking In Short-Term Rates for Reinvestment of Bond Proceeds

Georgina Walleshauser

Jul 28, 20232 min read

Locking In Short-Term Rates for Reinvestment of Bond Proceeds

The Federal Reserve raised interest rates again this week by 0.25%, bringing borrowing costs to their highest levels in over 22 years.

The Shield: 2023 First Quarter Market Update

Ben Pietrek

May 9, 20236 min read

The Shield: 2023 First Quarter Market Update

After a whirlwind 2022, many had hoped for calmer markets in the first quarter of 2023.

Basis Points - Special Announcement SLGS Window Closed This Week

Georgina Walleshauser

May 5, 20231 min read

Basis Points - Special Announcement SLGS Window Closed This Week

The government is taking the “extraordinary measure” of suspending the selling of State and Local Government Securities (SLGS)...

Georgina Walleshauser

Apr 7, 20231 min read

Basis Points - Reinvest Market Update

The Federal Reserve raised interest rates again last month by 0.25% and we continue to see a significantly inverted treasury yield curve.

The Shield - ESG-Labeled Bonds: Can They Deliver “Greenium?”

John Elliott

Feb 27, 20238 min read

The Shield - ESG-Labeled Bonds: Can They Deliver “Greenium?”

With the tremendous buzz around the political, social, and economic factors at play around ESG (“Environmental, Social...

The Shield - 2022 Municipal Market in Review

Blue Rose Marketing

Jan 13, 20236 min read

The Shield - 2022 Municipal Market in Review

The municipal market landscape in 2022 was a meaningful departure from what we experienced in 2021 and 2020...

The Shield - Thankfulness for Our Team, Our Mission and A Continuing “Service” Tradition

Erik Kelly

Nov 29, 20225 min read

The Shield - Thankfulness for Our Team, Our Mission and A Continuing “Service” Tradition

This year, unlike the prior two, we were able to gather in-person to enjoy the side-by-side work, brainstorming, and camaraderie

Basis Points - Strategizing with Reinvestment for Future Capital Needs

Blue Rose Marketing

Nov 7, 20222 min read

Basis Points - Strategizing with Reinvestment for Future Capital Needs

Not surprisingly, the FOMC meeting last week resulted in another 75-basis point rate hike to the Fed Funds rate...

The Shield - Keeping Pace with Moody’s New ESG Methodology

Ben Pietrek

Oct 5, 20228 min read

The Shield - Keeping Pace with Moody’s New ESG Methodology

ESG, or “Environmental, Social, and Governance” has been a hot topic of conversation across the financial world for years...

Basis Points: Increases in Short-Term Interest Rates

Georgina Walleshauser

Aug 4, 20222 min read

Basis Points: Increases in Short-Term Interest Rates

The Federal Reserve raised interest rates again last week by 0.75%. Movements in the fed funds rate are closely related to short-term treasu

The Shield: The Rising Interest Rate Environment: Challenges and Opportunities for Borrowers

Blue Rose Marketing

Apr 28, 20226 min read

The Shield: The Rising Interest Rate Environment: Challenges and Opportunities for Borrowers

There is no question that the rapid rise of interest rates in 2022 has come much more quickly than nearly anyone anticipated.

Basis Points - Significant Increase in Yields for Project Funds in the Current Market

Georgina Walleshauser

Mar 25, 20222 min read

Basis Points - Significant Increase in Yields for Project Funds in the Current Market

The first increase in the Fed Funds rate since 2018 was anticipated by the market months before it occurred...

info@blueroseadvisors.com

(952) 746-6050

Connect on LinkedIn

Registrations