Market reaction to important dynamics

19/09/2023 5 min Episodio 10
Market reaction to important dynamics

Listen "Market reaction to important dynamics"

Episode Synopsis

On today’s episode of The Weekly Fix, Stephen Fitzsimmons, BlueBay Institutional Portfolio Manager at RBC GAM, discusses the elevated economic data and new issue flows, and the market reactions to these dynamics. He notes the recent CPI data showed inflation remaining stubborn with not much of a reaction from the market to the news as it looks to this week’s FOMC meeting for direction on rates. Meanwhile, we’ve experienced a significant supply of new issuance of investment grade and high yield bonds.