cover of episode Defensiveness at a Discount - High Quality Credit Spreads

Defensiveness at a Discount - High Quality Credit Spreads

2022/6/22
logo of podcast Macro Horizons

Macro Horizons

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Shownotes Transcript

Dan Krieter and Dan Belton discuss the recent performance in credit, including why defensive sectors have not performed as well as they typically do during selloffs. Other topics include the recent decline in SOFR and when the downward pressure on the new benchmark might normalize.