Blue Rose Advisors Blog

Tax-exempt entities, including municipalities, universities, healthcare systems, and nonprofits, often carry outstanding debt through bonds issued in the public capital markets. As market conditions evolve and interest rates fluctuate, opportunities emerge to optimize debt structures and reduce long-term borrowing costs. One increasingly valuable strategy is the tax-exempt bond tender, which allows borrowers to repurchase their outstanding bonds from the secondary market and refinance that purchase through the issuance of new tax-exempt debt.

Out of control inflation, war, geopolitical tensions, and China’s recent mortgage defaults and boycott are some of the issues that have led to market volatility this year. In a response to inflation running at its highest levels since the early 1980s, the Fed has delivered some of the biggest interest rate hikes in decades, with 75 bp increases in both June and July

Recently, Moody’s released a proposed update to their higher education rating methodology