Leland Abrams, Portfolio Manager

Leland Abrams serves as Chief Investment Officer for the investment manager, Wynkoop LLC. Leland is Lead Portfolio Manager of an NARMBS income-oriented fund at Catalyst Funds. Prior to joining Wynkoop in September 2016 as Principal and Portfolio Manager, Mr. Abrams spent five and a half years at Candlewood Investment Group LP. Most recently, he was the RMBS Sector Manager responsible for overseeing approximately $1 billion in RMBS investments across the firm. Previously, Mr. Abrams spent two and a half years as a non-agency mortgage and esoteric ABS trader and credit analyst at United Capital Markets, Inc. Prior to that, Mr. Abrams was a Credit Analyst and Trader at Dresdner Bank, AG (Dresdner Kleinwort Wasserstein). Mr. Abrams holds a B.A. in Economics from Bucknell University. Mr. Abrams served as a Director and member of the Audit Committee for Front Yard Residential Corp, a public REIT headquartered in Christiansted, VI until the company’s sale in January 2021.
Economic Insights

My 50-Cents – Fed Analysis from Leland Abrams of Wynkoop, LLC

Leland Abrams, Portfolio Manager -
The Federal Reserve Board cut their benchmark rate this week by 50 bps to a new range of 4.75% - 5.00%.  They indicated this...
Economic Insights

June Retail Sales Report Leads to More Questions

Leland Abrams, Portfolio Manager -
Today's retail sales release has us scratching our heads. The posted number showed strong retail sales for the month of June (ex-autos) with the control...
Economic Insights

The Fed is Fighting Yesterday’s Problem & Creating Tomorrow’s Economic Challenge

Leland Abrams, Portfolio Manager -
While the first quarter's CPI prints this year were above expectations, one needs to 'look under the hood' to have a better view on inflation (where it was and where it is going).
Market Trends & Outlook

Abrams: PPI Data Shows Continued Disinflation; Rate Cuts Could Be On Deck

Leland Abrams, Portfolio Manager -
January 12, 2024 - Today’s Producer Price Index report supports the notion that inflation has essentially been defeated.  PPI fell to negative headline MoM, 0% core MoM, 1.8% YoY core change, and 1.0% YoY headline change.
Economic Insights

Abrams: PPI and CPI Data Releases Show We’ve Essentially Reached Fed’s Target

Leland Abrams, Portfolio Manager -
The producer price index (PPI) release, which generally reflects wholesale prices, which ultimately feed into consumer prices, was below estimates on all fronts this morning (including core).
Market Trends & Outlook

Analysis: The End of Fed Hikes? And When Markets Are Pricing in the First Cut of 2024

Leland Abrams, Portfolio Manager -
When looking at the markets on the day of the October CPI release (Nov. 14) vs. later in the week (Nov. 16), you’ll notice there’s been a big shift in thinking, with ZERO additional rate hikes priced in from the Federal Reserve, signaling their fight against inflation may be coming to an end. A June rate cut has actually been priced in, and there are signs that it’s inching even earlier.
Income Insights

Was the Fed’s November Pause an Ease in Disguise?

Leland Abrams, Portfolio Manager -
Leland Abrams, who serves as Chief Investment Officer for the investment manager Wynkoop LLC and a portfolio manager of a fixed income strategy at...
Featured

Abrams: CPI Data Continues to Paint an Improving Picture; Core (Ex-Shelter) Below Fed’s Target

Leland Abrams, Portfolio Manager -
Leland Abrams, who serves as Chief Investment Officer for the investment manager Wynkoop LLC and a portfolio manager of a fixed income fund at Catalyst, provides his...
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