Tariffs, Debt Brake, Fed and ECB Impact on Credit: Credit...

What this episode covers

Government bonds sold off in the past weeks, due to tariff news from the US and the debt brake being eased soon in Germany and this has increased the probabilities of rate cuts by central banks, including the Fed. Credit rallied through this mayhem and the big question is, will this strength continue? In this episode of our Credit Crunch podcast, host Mahesh Bhimalingam, Global Head of Credit Strategy at Bloomberg Intelligence, and Pierre Krief, Head of Credit at CDC (Caisse Des Depots ET Consignations) discuss tariffs and debt brake effect on inflation, growth and central bank policy, its impact on global credit and the challenges of taking a directional view after the big rates moves. They discuss rates, yields and credit spreads along with curve steepening, the dollar weakness and their impact on credit.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

Dragnet Entertainment Radio The Dragnet radio show was a groundbreaking and influential police procedural drama that ran on NBC from 1949 to 1957. Here are some key things to know about it:Main Features:Focus: The show followed the cases of Sergeant Joe Friday and his partners, primarily in the Los Angeles Police Department. It depicted the real-life work of detectives, including the tedious investigation process, interviews, stakeouts, and occasional danger.Realism: Jack Webb, the show's creator and star, aimed for authenticity. Episodes were often based on real cases, with details changed to protect the innocent. The dialogue was direct and unvarnished, mimicking the way police officers actually spoke.Famous Intro: The show's opening sequence is iconic: the announcer's voice declaring "This is the city... Los Angeles... California..." followed by the signature "dun-dun-DUN" theme music.Impact:Pioneering Police Procedural: Dragnet is considered a pioneer of The Ten Commandments Chad Boersema Many focus on MAKING disciples, we hope to help in the process of BEING a disciple of Jesus. Understanding the ten commandments can be a good place to reflect on, as they were one of Israel's first introductions to learning how to relate to God and live in His way. Jesus also references the commandments in his sermon on the mount saying, “...whoever does them [the commandments] will be called great in the kingdom of heaven.” (Matthew 5:19) Looking forward to exploring these with you! Thanks for listening!web - jesusdisciple.info facebook - facebook.com/jesusdisciple.info twitter - twitter.com/fellow_disciple instagram - instagram.com/jesusdisciple.info The Boundless Show Focus on the Family Life is challenging for Christian singles. How do you balance work and personal life? How do you own your faith? How can you date with a purpose? And prepare for marriage? All while honoring God through it all? Hit up The Boundless Show, a Christian podcast for young adults, for some good, honest conversation. The young adult years are full of possibility and choices that shape who you become. Join host Lisa Anderson to discuss the highs and lows, lean on each other, and trust God in this important season of adulthood. Growing Pains Carlehr Swanson This podcast will assist in navigating the difficult growth processes we all go through in life. This podcast is hosted by Carlehr Swanson and will feature guests and focus on different aspects of growth.

Frequently Asked Questions

How long is this episode of FICC Focus?

This episode is 42 minutes long.

When was this FICC Focus episode published?

This episode was published on March 12, 2025.

What is this episode about?

Government bonds sold off in the past weeks, due to tariff news from the US and the debt brake being eased soon in Germany and this has increased the probabilities of rate cuts by central banks, including the Fed. Credit rallied through this mayhem...

Can I download this FICC Focus episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.