New Normalization - High Quality Credit Spreads

20/04/2022 27 min
New Normalization - High Quality Credit Spreads

Listen "New Normalization - High Quality Credit Spreads"

Episode Synopsis

Dan Krieter and Dan Belton discuss the recent path of credit spreads including the impact of earnings, technicals, and market volatility. Then they discuss the Fed’s plan for balance sheet normalization, the prospect of active selling out of the SOMA portfolio, and what it means for credit and swap spreads.

More episodes of the podcast Macro Horizons