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Outflows or opportunity? episode artwork

EPISODE · Jul 11, 2022 · 22 MIN

Outflows or opportunity?

from Curve Your Enthusiasm · host Josh Kay, Ian Pollick

Ian is joined this week by Josh Kay, and the duo kick-off the episode discussing the Bank of Canada. With a 75 bps hike all but set in stone, the question is what should their next move be and should this matter given what is currently priced? Ian discusses his view on the ‘noncession/recession’ which will be challenging to trade, while Josh provides his view on what the move in rates means for credit markets. Josh discusses why credit outflows create opportunity for structural credit investors, and provides his view on sector trends in CAD IG. Ian finishes the show by given his outlook for rates and the curve. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

What this episode covers

Ian is joined this week by Josh Kay, and the duo kick-off the episode discussing the Bank of Canada. With a 75 bps hike all but set in stone, the question is what should their next move be and should this matter given what is currently priced? Ian discusses his view on the ‘noncession/recession’ which will be challenging to trade, while Josh provides his view on what the move in rates means for credit markets. Josh discusses why credit outflows create opportunity for structural credit investors, and provides his view on sector trends in CAD IG. Ian finishes the show by given his outlook for rates and the curve.

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Outflows or opportunity?

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Frequently Asked Questions

How long is this episode of Curve Your Enthusiasm?

This episode is 22 minutes long.

When was this Curve Your Enthusiasm episode published?

This episode was published on July 11, 2022.

What is this episode about?

Ian is joined this week by Josh Kay, and the duo kick-off the episode discussing the Bank of Canada. With a 75 bps hike all but set in stone, the question is what should their next move be and should this matter given what is currently priced? Ian...

Can I download this Curve Your Enthusiasm episode?

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