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7min chapter
Breaking Down Retail Sales and Higher for Longer Rates
Bloomberg Surveillance
Navigating the Complexities of the Current Market Environment
This chapter delves into the challenges posed by unattractive spreads in the market, necessitating a defensive stance for investors. It explores the bifurcation between different credit segments and emphasizes the importance of considering spread exposure as carry rather than relying on price appreciation. The discussion also touches on topics such as investment grade market dynamics, corporate balance sheet strength, and the impact of evolving fiscal policies on bond issuance.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode