EPISODE · Feb 1, 2023 · 19 MIN
Reactions to the February FOMC - High Quality Credit Spreads
from Macro Horizons · host BMO Capital Markets
Dan Krieter and Dan Belton discuss their takeaways from the most recent FOMC meeting and the strong rally in credit. Topics include a more optimistic tone around the trajectory of inflation, whether Powell’s acceptance of easier financial conditions marks a change in the Fed’s reaction function, and what it means for credit markets.
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Reactions to the February FOMC - High Quality Credit Spreads
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