Timing is Everything - High Quality Credit Spreads

What this episode covers

Dan Krieter and Dan Belton discuss their outlook for credit spreads in the medium-term including the major headwinds and tailwinds facing the market in 2022. Topics include inflation, quantitative tightening, and how to position given a near-term constructive tone against a backdrop of significant risks later on in the year.

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Frequently Asked Questions

How long is this episode of Macro Horizons?

This episode is 23 minutes long.

When was this Macro Horizons episode published?

This episode was published on January 12, 2022.

What is this episode about?

Dan Krieter and Dan Belton discuss their outlook for credit spreads in the medium-term including the major headwinds and tailwinds facing the market in 2022. Topics include inflation, quantitative tightening, and how to position given a near-term...

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