All Episodes
The Weekly Fix — 130 episodes
AI concentration risk: don’t get over hype-scaled
Unprecedented Fed discord signals uncertain road ahead
Income without illusion: navigating late-cycle credit markets
Patience required: navigating US fixed income's inflation peak
Quality carry over market timing
Between conflict and compromise: finding value amid Middle East volatility
EA's record-breaking buyout rewrites LBO playbook
Three paths back to rate cuts
Why private credit's software problem is high yield's opportunity
One person’s volatility is another’s opportunity
Underlying strength shields credit markets from geopolitical shocks
Markets navigate AI spending boom while inflation holds below target
New hawks on the FOMC, but old uncertainties remain
Steeper curves, tighter spreads: a credit market inflection
Decoding U.S. Banks' Robust Q4 Performance and 2026 Outlook
Tight spreads, tighter credit: the year ahead
High returns, heavy supply: walking 2026’s fixed income tightrope
Cash tsunami: $8T in money markets as investors play the waiting game
2026 vision: rate cuts, tight spreads, and AI’s growing pains
Data drought: navigating the economic fog
High yield bonds: Generating income, navigating volatility
Tech bros vs finance bros: big tech’s mega bond issuance
Powell's caution: a foggy road ahead for interest rates
Systemic risks versus idiosyncratic events
Bank resilience amid market jitters
US High Yield: attractive yields, selective opportunities
Adapting to market dynamics in fixed income strategies
Economic pulse: GDP growth, labor market stability, and government turbulence
Diverging views on monetary policy: a closer look at the Fed's path forward
The intersection of Fed policy and housing affordability
The Fix Is In. Fixed over floating now that rate cuts are all but certain
Back to school, back to supply: corporate credit spreads at historic lows, what’s next?
Strategic insights: Fed signals, credit markets, and market implications
Fed policy in focus: inflation trends, rate cuts, and market expectations
Inflation insights and fed policy outlook
Markets shift as jobs data and Fed outlook signal economic uncertainty
Why credit investors are hedging – even as bonds rally
US monetary policy outlook: Rate cuts, market dynamics, and credit opportunities
Market dynamics and macro themes
Our strategy amid evolving risks and opportunities
Mid-year reflections: don’t fight the U.S. consumer
Supply and demand dynamics supporting markets
“Debt ceiling” economics
Why income still wins: Strong demand for IG credit in a tight spread world
Navigating today’s U.S. housing market
Memorial Day reflections
Markets get bearish on the US
A 90-day pause
Treasury basis – A risky trade hiding in the Treasury market
Markets settle in to a new “normal”
Mixed economic signals
Investors search for a way forward
Rethinking global trade
On the edge of the tariff precipice
If the consumer is anxious, where does that leave the economy?
Asset-Backed Securities: Resilience in uncertain times
Shifting dynamics between Europe and the US
Market results so far in 2025
Investors dealing with the disruption
Fund flows picking up steam in 2025
Déjà vu – Government Sponsored Enterprise reform in a second Trump administration
Looking for policy clarity
Bond markets aren’t waiting for the details of the Trump’s economic agenda
Our view on the market set-up for 2025
A volatile 2024 leads us to ponder where the dust will settle in 2025
The news tells a story of volatility, but markets are non-plussed
Markets react to Trump’s tweets, comments and assertions
Reassessing the “risk-on” rally
Understanding the impact of Trump’s agenda
Understanding important signals in the mixed economic data
What’s an investor to do when the race remains within a margin of error?
The election has markets bracing for an important fulcrum
Don’t abandon your floaters quite yet
Proposed trade policies have bond investors worried
The shifting narrative
What the Fed’s action means for today and tomorrow
The calendar has been full of new issuance
The path of rates is clearly lower
The time has come
Good reasons why the high yield market is so tight
What a difference a week makes
Take a deep breath and chill out
Reading the tea leaves concerning the Fed
Positioning ourselves for where we are going, not where we’ve been
Senseless attack caps an eventful week
Where are we now versus where we expected to be
Strong demand and limited new supply help boost the leveraged loan market
Renewed downtrend in inflation may open the door to future rate cuts
Volatile sentiment is the predominant theme
Reviewing the “haves” and the “have-nots”
Soothing news for the market
All eyes on CPI
Economic data whipsaws markets
Stand ready to adjust to incoming data
The darling of the market, for now
Inflation stalks the markets
Have the prospects for strong fixed income returns this year been diminished?
The path to positive Alpha
While the market waits for rate cuts, the data tells a conflicting story
Fixed income is exciting again
Data is noisy and the ride may be bumpy
The power of interest income
Too much strength for early easing?
Issues with Commercial Real Estate aren’t going away
Investors adjust to a changing reality
All eyes on the fed.
The powerful combination supporting the Bond Market.
Our updated thoughts on the Market
2023 in review
Looking at a stacked week
Investor Demand Remains Robust for High Quality Corporate Debt
All is Quiet on the High Yield Front
Last week's data went against consensus
Duration will become your friend again
The tables have turned
Behind the scenes of the syndicated leveraged loan market
Reviewing a creative complement to cash
Fundamental strength in the financial sector
Treasury yields retreat
We’re not chasing unicorns
Market reaction to important dynamics
Clients view on the health of the market
Contradictory data have investors in a wait and see mood
Breaking down Jackson Hole
US Treasury yields hit new highs as investors doubt the Fed is done
Market thaw leads to opportunities
It may sound like a broken record, but it’s working
The critical importance of pricing power
A considerable cool-down in inflation
Data has been mixed, but likely not bad enough to hold off higher rates