cover of episode Making the Case: Q2 21 - High Quality Credit Spreads

Making the Case: Q2 21 - High Quality Credit Spreads

2021/3/31
logo of podcast Macro Horizons

Macro Horizons

Frequently requested episodes will be transcribed first

Shownotes Transcript

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 developments in the front-end and swap spreads in light of enhanced downward pressure on money market rates.