Green Shoots and April Showers - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of April 5th, 2021, and respond to questions submitted by listeners and clients.
2 Huhti 202122min
Making the Case: Q2 21 - High Quality Credit Spreads
Dan Krieter and Dan Belton debate whether spreads are more likely to widen or narrow in Q2 from current ranges based on the fundamental and technical outlooks for credit. Then they discuss recent deve...
31 Maalis 202128min
#ShipStillStuck - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of March 29th, 2021, and respond to questions submitted by listeners and clients.
26 Maalis 202123min
SOFR: What’s Next? - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss their two preferred trade ideas in the current range-bound environment for credit spreads before turning to recent developments in the transition from LIBOR to SOFR....
24 Maalis 202126min
The Other Side of 1.75% - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of March 22nd, 2021, and respond to questions submitted by listeners and clients.
19 Maalis 202121min
Reactions to the March FOMC - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss their takeaways from the Fed meeting, and what it might means for the path of credit and swap spreads.
17 Maalis 202127min
A Quarter to Remember - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of March 15th, 2021, and respond to questions submitted by listeners and clients.
12 Maalis 202123min
Pain and SLR-ow - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss the recent widening in credit spreads and a change in their view on the near term path for spreads. Finally, they discuss the pending expirations of exemptions for r...
10 Maalis 202126min
