The Halfway Point of 2023
The Dividend Cafe
00:00
The Predictive Power of High Yield Credit Spreads
High yield credit spreads have been an indicator that we may very well hit a soft landing. The idea that the Fed pausing would be stimulative, I think, is also misnomer. And so part of me just doesn't believe it will happen for that kind of nexus between politics and the central bank side of things.
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