Summertime Sadness - High Quality Credit Spreads Macro Horizons
-
- Investing
Dan Krieter and Dan Belton discuss their expectation for credit spread weakness and the various catalysts including a second wave of COVID-19, renewed stay-at-home orders, fading fiscal/monetary stimulus, and a Democratic sweep at the November Presidential election. Other topics include the potential monetary response to a sustained risk off move and the FCA’s announcement that details around the end of Libor could come as early as this year.
Dan Krieter and Dan Belton discuss their expectation for credit spread weakness and the various catalysts including a second wave of COVID-19, renewed stay-at-home orders, fading fiscal/monetary stimulus, and a Democratic sweep at the November Presidential election. Other topics include the potential monetary response to a sustained risk off move and the FCA’s announcement that details around the end of Libor could come as early as this year.
23 min