Q3 Outlook - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss the likely path of credit spreads in Q3 including the supply and demand factors that will drive credit markets including deleveraging, financial issuance, and season...
30 Jun 202123min
Halftime Show - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of June 28th, 2021, and respond to questions submitted by listeners and clients.
25 Jun 202121min
Attitude Adjustments - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss three major adjustments impacting their markets in recent weeks. First, the Fed’s changing outlook on inflation including the risk inflation is higher and more persi...
23 Jun 202122min
Bullish Inflection - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of June 21st, 2021, and respond to questions submitted by listeners and clients.
18 Jun 202121min
Reactions to the June FOMC - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss their takeaways from the June FOMC which featured a more hawkish outlook from the Summary of Economic Projections, an acknowledgement that the Fed might be underesti...
16 Jun 202126min
By Any Other Name - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of June 14th, 2021, and respond to questions submitted by listeners and clients.
11 Jun 202121min
Tipping the Scales - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss the factors most likely to break spreads from current ranges including relative value, the Fed’s plan to sell SMCCF holdings, and technicals. They then discuss recen...
9 Jun 202123min
Participation Trophy - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of June 7th, 2021, and respond to questions submitted by listeners and clients.
4 Jun 202124min
