Weekly Market Update

Examining Bond Portfolio Trends: Fourth Quarter 2022 Beginning in May 2012, we started tracking  portfolio trends of our bond accounting customers here at SouthState|DuncanWilliams.  At present, we account for over 130 client portfolios with a combined book value of $13.96 billion (not including SouthState Bank), or $107 million on average per portfolio.  Twelve months earlier,…

Examining Bond Portfolio Trends: Third Quarter 2022 Beginning in May 2012, we started tracking  portfolio trends of our bond accounting customers here at SouthState|DuncanWilliams.  At present, we account for over 130 client portfolios with a combined book value of $13.7 billion (not including SouthState Bank), or $105 million on average per portfolio.  Twelve months earlier,…

Examining Bond Portfolio Trends: Second Quarter 2022 Beginning in May 2012, we started tracking  portfolio trends of our bond accounting customers here at the Correspondent Division of SouthState Bank.  At present, we account for over 130 client portfolios with a combined book value of $13.5 billion (not including SouthState Bank), or $104 million on average…

Fed Begins Rate Hikes. More to Come As expected, the Fed raised the overnight target rate 25bps to 0.25% – 0.50%.   The updated Dot Plot now shows a total of seven 25bps hikes in 2022, including today’s, and another three hikes in 2023 reaching 2.75%. The longer-run fed funds terminal rate is forecast to…

Examining Bond Portfolio Trends: Third Quarter 2021 Beginning in May 2012 we started tracking  portfolio trends of our bond accounting customers here at the Correspondent Division of SouthState Bank.  At present, we account for over 130 client portfolios with a combined book value of $17.2 billion, or $132 million on average per portfolio.  Twelve months…

Examining Bond Portfolio Trends: Second Quarter 2021 Beginning in May 2012 we started tracking  portfolio trends of our bond accounting customers here at the Correspondent Division of SouthState Bank.  At present, we account for over 130 client portfolios with a combined book value of $15.8 billion, or $122 million on average per portfolio.  Twelve months…

Examining Bond Portfolio Trends: First Quarter 2021 Beginning in May 2012 we started tracking  portfolio trends of our bond accounting customers here at the Correspondent Division of SouthState Bank.  At present, we account for over 130 client portfolios with a combined book value of $14.3 billion, or $110 million on average per portfolio.  Twelve months…

Examining Bond Portfolio Trends: Third Quarter 2020 Beginning in May 2012 we started tracking  portfolio trends of our bond accounting customers here at the Correspondent Division of CenterState Bank.  At present, we account for over 130 client portfolios with a combined book value of $11.5 billion, or $88 million on average per portfolio.  Twelve months…