EPISODE · May 7, 2025 · 19 MIN
Credit Default Swaps Are SURGING, Here's What You Need To Know
from Eurodollar University · host Jeff Snider
US sovereign CDS prices are soaring, not relenting after jumping during April. While mainstream sources will say that's this dollar-ditching stuff, neither the track record for CDS nor empirical evidence agrees. Government credit default swap premiums are set by one factor, and it has everything to do with the banking system. Eurodollar University's Money & Macro AnalysisSovereign and bank CDS spreads: two sides of the same coin?https://www.ucd.ie/geary/static/publications/workingpapers/gearywp201402.pdfMSCI The CDS Market’s View on US Defaulthttps://www.msci.com/www/blog-posts/the-cds-market-s-view-on-us/03820087801Bloomberg Oaktree Co-CEO Sees Private Credit Trades as Low as 50 Centshttps://www.bloomberg.com/news/articles/2025-05-02/oaktree-s-o-leary-says-deep-discounts-arising-in-private-credithttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
Embed this episode
NOW PLAYING
Credit Default Swaps Are SURGING, Here's What You Need To Know
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.