EPISODE · Jan 25, 2023 · 19 MIN
Momentum versus Value - High Quality Credit Spreads
from Macro Horizons · host BMO Capital Markets
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.
What this episode covers
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.
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Momentum versus Value - High Quality Credit Spreads
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