Attitude Adjustments - High Quality Credit Spreads

What this episode covers

Dan Krieter and Dan Belton discuss three major adjustments impacting their markets in recent weeks. First, the Fed’s changing outlook on inflation including the risk inflation is higher and more persistent than expected. Second, they discuss an adjustment to the IG index controlling for credit quality and duration which shows in spreads trading well within all-time tights. Finally, they discuss the impact of the Fed’s technical adjustment on the front-end.

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Frequently Asked Questions

How long is this episode of Macro Horizons?

This episode is 22 minutes long.

When was this Macro Horizons episode published?

This episode was published on June 23, 2021.

What is this episode about?

Dan Krieter and Dan Belton discuss three major adjustments impacting their markets in recent weeks. First, the Fed’s changing outlook on inflation including the risk inflation is higher and more persistent than expected. Second, they discuss an...

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