EPISODE · Apr 20, 2022 · 27 MIN
New Normalization - High Quality Credit Spreads
from Macro Horizons · host BMO Capital Markets
Dan Krieter and Dan Belton discuss the recent path of credit spreads including the impact of earnings, technicals, and market volatility. Then they discuss the Fed’s plan for balance sheet normalization, the prospect of active selling out of the SOMA portfolio, and what it means for credit and swap spreads.
What this episode covers
Dan Krieter and Dan Belton discuss the recent path of credit spreads including the impact of earnings, technicals, and market volatility. Then they discuss the Fed’s plan for balance sheet normalization, the prospect of active selling out of the SOMA portfolio, and what it means for credit and swap spreads.
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New Normalization - High Quality Credit Spreads
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