cover of episode Timing is Everything - High Quality Credit Spreads

Timing is Everything - High Quality Credit Spreads

2022/1/12
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Macro Horizons

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Shownotes Transcript

Dan Krieter and Dan Belton discuss their outlook for credit spreads in the medium-term including the major headwinds and tailwinds facing the market in 2022. Topics include inflation, quantitative tightening, and how to position given a near-term constructive tone against a backdrop of significant risks later on in the year.