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Unusual Whales Pod Ep. 35: First FOMC of 2024, Treasury Balance Sheets, Rate Cuts, and Macroeconomic Outlook
Unusual Whales
Leverage Loan Defaults, Corporate Debt, and the Conundrum for Central Banks
This chapter discusses the leverage loan default rate, the total corporate debt in the US, the growth of private credit, and the conundrum this creates for central banks. Speculation about the actions the Fed and other central banks may take is also included.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode