The Insight: Conversations – Performing Credit Quarterly 1Q2023
The Memo by Howard Marks
The Complexity of Investment Decisions
Oaktree believes that in the coming years, we're not going to see interest rates close to zero. The Fed does want to see two to three percent inflation but doesn't want massive foreclosures and losses. There is likely to be a very large issuance of Treasury bonds across the yield curve which will probably mean a step up in yields.
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