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12min chapter
Danielle DiMartino Booth & George Goncalves on The 2024 Fed Pivot: Recession or Soft Landing?
Forward Guidance
Credit Performance and Potential Credit Events
This chapter analyzes the level of credit performance and discusses potential credit events in various sectors. It covers credit card delinquencies, factors affecting the credit market, the impact of 'buy now pay later' phenomenon, and the upcoming corporate bond refinancing cycle. The speakers also highlight the relationship between credit spreads, refinancing wall, and the equity market, as well as their outlook on the treasury curve and interest rate increases.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode