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Ep 43: What’s driving higher bond yields?

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Manage episode 378717279 series 2709335
Content provided by Darren Langer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Darren Langer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

September was a tough month for the fixed-rate bond market, but on the flip side, credit spreads narrowed. In this month’s episode of The Rate Debate, Darren is joined by senior credit portfolio manager Phil Strano to give their insights and discuss the impact of a default cycle as quantitative easing ends, and monetary policy starts to normalise.

  continue reading

50 episodes

Artwork
iconShare
 
Manage episode 378717279 series 2709335
Content provided by Darren Langer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Darren Langer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

September was a tough month for the fixed-rate bond market, but on the flip side, credit spreads narrowed. In this month’s episode of The Rate Debate, Darren is joined by senior credit portfolio manager Phil Strano to give their insights and discuss the impact of a default cycle as quantitative easing ends, and monetary policy starts to normalise.

  continue reading

50 episodes

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