The Muni Lowdown

Author: ION Analytics

The Muni Lowdown is a periodic podcast recapping significant news developments in the municipal bond market from Debtwire.
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Language: en

Genres: Business, Government

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From server racks to sales taxes: How ABS stress reaches municipal revenues
Episode 1
Thursday, 18 December, 2025

Laura L. Mayfield, Vice President and Senior Portfolio Manager on the Fort Washington Investment Advisors, Inc. Securitized Products desk joins Managing Editor Paul Greaves and Journalist Kunal Kamal to discuss ABS stress and municipal revenues.In this episode, we delve into whether asset-backed securities (ABS) offer an early warning system for shifts in the broader economy.We examine emerging stress signals across consumer securitizations, dig into the rapid rise of data center ABS and assess the material risks tied to power constraints, leverage, and AI-driven capital demands.We also explore what all of this means for municipalities that depend on various taxes, utility revenues and economic development incentives tied to these sectors and whether local governments are prepared for the opportunities and vulnerabilities ahead.