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From shifting interest rate dynamics and credit fundamentals to emerging sector trends and tax considerations, this forward-looking discussion provides strategic insights for navigating the road ahead in 2026.
Key themes include:
- Fed rate cuts unlock massive cash rotation
- Record supply wave meets surging reinvestment demand
- Steepest yield curve in years rewards duration extension
- Federal policy shifts create differentiation opportunities
- Record reserve levels anchor credit resilience
Join Dan Close, Head of Nuveen Municipals, and Margot Kleinman, Director of Research, as they reflect on 2025 and provide a roadmap to navigating municipal bond markets in 2026.
Date recorded: Jan 21, 2026
Speakers: Dan Close, Margot Kleinman
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