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Momentum versus Value - High Quality Credit Spreads

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Manage episode 353503869 series 2473386
Content provided by BMO and BMO Capital Markets. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BMO and BMO Capital Markets 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.

Dan Krieter and Dan Belton discuss the strong technical backdrop in credit in spite of an unattractive relative value picture. Other topics include what market pricing suggests in terms of the macro outlook and the medium-term path of bank reserves.

  continue reading

434 episodes

Artwork
iconShare
 
Manage episode 353503869 series 2473386
Content provided by BMO and BMO Capital Markets. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BMO and BMO Capital Markets 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.

Dan Krieter and Dan Belton discuss the strong technical backdrop in credit in spite of an unattractive relative value picture. Other topics include what market pricing suggests in terms of the macro outlook and the medium-term path of bank reserves.

  continue reading

434 episodes

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