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Don’t Lose Sight of the Forest - High Quality Credit Spreads

FICC Podcasts Podcasts November 16, 2022
FICC Podcasts Podcasts November 16, 2022

 

Dan Krieter and Dan Belton discuss the strong rally in credit following Thursday’s CPI print and discuss the level at which relative value will no longer favor overweight positions in credit. Other topics include recent ranges in credit, fair value estimates for spreads, and the health of corporate balance sheets heading into a likely economic slowdown in 2023.


Transcript will be posted shortly.

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About Macro Horizons
BMO's Fixed Income, Currencies, and Commodities (FICC) Macro Strategy group led by Margaret Kerins and other special guests provide weekly and monthly updates on the FICC markets through three Macro Horizons channels; US Rates - The Week Ahead, Monthly Roundtable and High Quality Credit Spreads.

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Dan Krieter, CFA Director, Fixed Income Strategy
Dan Belton Vice President, Fixed Income Strategy, PHD

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