Surveillance: 3% GDP with Matus
Bloomberg Surveillance
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Morgan Stanley Fixed Income Research: Challenges in the Fixed Income Space Shadows
Developed markets have had this interaction with public policy that we used to just really be the area for emerging markets, right? You need those interacting skill sets. So one of the reasons that we're so constructive on the bond markets right now is that the Fed is kind of over this trajectory where it was creating substantial uncertainty in the bond market. I'm fascinated by when I look at fixed income in the equity market, we all have a legacy of shadows and opaqueness out there right now. All my radar is up on this opaque word loans or leveraged loans are that.
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