The Recovery Tripod - High Quality Spreads

What this episode covers

Dan Krieter and Dan Belton discuss the rally in risk assets over the past two weeks including the three main drivers of the recovery: economic re-opening, positive news around a vaccine, and stimulus, as well as how spreads would respond to a negative turn in any of these factors. Other topics include US/China tensions and potential for long-term spread market impacts of the pandemic.

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Frequently Asked Questions

How long is this episode of Macro Horizons?

This episode is 22 minutes long.

When was this Macro Horizons episode published?

This episode was published on May 27, 2020.

What is this episode about?

Dan Krieter and Dan Belton discuss the rally in risk assets over the past two weeks including the three main drivers of the recovery: economic re-opening, positive news around a vaccine, and stimulus, as well as how spreads would respond to a...

Can I download this Macro Horizons episode?

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