Jack Fagan, CFA – Osborne Partners

Jack Fagan, CFA

Investment Analyst |

Jack is an Associate Investment Analyst at Osborne Partners and has over 5 years of experience. He is a member of the Osborne Partners Investment Management Team, and is responsible for research coverage in all asset classes. Prior to Osborne Partners, Jack was an Associate Director in the Derivative Products Group at PNC Bank. Jack’s responsibilities included structuring hedging strategies, including swaps, options, and other risk management products. Additionally he published economic and capital markets updates. Jack graduated from Carnegie Mellon University’s Tepper School of Business with a B.S. in Business Administration – Finance and International Business and a minor in Hispanic Studies. He is a CFA Charterholder.

Publications by Jack Fagan, CFA

January 11, 2025 | Fixed Income

The Rates They Are A-Changin’

Rising yields in the fourth quarter of 2024 have become a defining feature of the market landscape entering 2025. The 10-Year Treasury yield rose nearly 1.00% to end the year, […]

October 16, 2024 | Fixed Income

The FOMC Turns the Page on Inflation

I would describe the third quarter of 2024 with an adjective that is rarely associated with fixed income markets: exciting. Starting in early summer as inflation waned and labor markets […]

July 7, 2024 | Fixed Income

U.S. Fixed Income Market: Q2 2024

Inflation imposed a more challenging than expected first half of 2024, delaying the start of the rate cut era. A patient Jerome Powell wants to see more data. The second […]

April 1, 2024 | Fixed Income

A Bumpy Start to the Rate Cut Era

Fixed income markets kicked off the year with an atypical jubilance for an asset class designed to preserve capital and generate income. Nevertheless, a rapid decline in long-term rates over […]

January 14, 2024 | Fixed Income

What Goes Up … May Actually Come Back Down

The year 2023 was quite a rollercoaster for U.S. fixed income markets. Rates across the yield curve saw considerable volatility throughout the year as the Federal Reserve’s campaign against inflation […]

October 16, 2023 | Fixed Income

Fixed Income and Credit: The Federal Reserve Hikes Again.

Interest rates rose in the quarter and finished at year-to-date highs across the yield curve. The move higher in rates weighed on performance, with both benchmark 10-year Treasury Notes and […]

July 10, 2023 | Fixed Income

Fixed Income and Credit: The Fed Goes Marching On

The bond market settled down even as the Fed continues its fight against inflation. After a rather unpleasant five quarters of frenzy in the fixed income market, a vague sense […]

April 15, 2023 | Fixed Income

Fixed Income and Credit: Never a Dull Moment at the End of a Cycle

After a forgettable 2022, a year that accomplished the worst 12-month performance on record, U.S. Fixed Income markets were set to return to something of a more placid environment in […]