RiskReversal Pod cover image

I Feel The Market Move Under My Feet with Gabriela Santos of J.P. Morgan

RiskReversal Pod

00:00

The Fed's Fast Rate Hiking Cycle and the Impact on the Economy

On average about four months, things can change very quickly when it comes to economic momentum. The last hike is going to be followed by a quick cut because I think we're at that point whether they pause or not. We do expect a direction of travel in high yield to be higher and higher defaults just not to the same peaks that we got in other recessionsBecause there is such more long duration kind of debt.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app