EPISODE · Nov 30, 2022 · 22 MIN
The Home Stretch - High Quality Credit Spreads
from Macro Horizons · host BMO Capital Markets
Dan Krieter and Dan Belton discuss whether the recent rally in credit will be sustained into the new year or is merely another bear market rally. Other topics include 2023 supply projections in high grade and SSA markets, preferred positioning along the spread curve, and the potential for a wave of rating downgrades in 2023.
What this episode covers
Dan Krieter and Dan Belton discuss whether the recent rally in credit will be sustained into the new year or is merely another bear market rally. Other topics include 2023 supply projections in high grade and SSA markets, preferred positioning along the spread curve, and the potential for a wave of rating downgrades in 2023.
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The Home Stretch - High Quality Credit Spreads
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