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Listen "Supply and demand dynamics supporting markets"
Episode Synopsis
Strong inflows. Low issuance. High cash balances. Peter Keenan, Senior Trader on the BlueBay U.S. Fixed Income team, explores why High Yield is holding strong. $5.3B in YTD inflows, led by fast-moving ETF moneyLimited new issuance – currently -18% vs. last yearElevated cash balances and muted dealer inventoriesIf geopolitical risks ease and issuance remains slow, spreads could have room to tighten from here.
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