#188 Chris Whalen On The Difficult Economic Environment Ahead
The Julia La Roche Show
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Navigating the Yield Slide
This chapter examines the recent drop in the 10-year bond yield below 4% and its ramifications for lenders and investors. The discussion highlights rising concerns over credit quality amidst increasing corporate defaults and shifts in investor sentiment, particularly following the excess liquidity from the pandemic. It also touches on the broader economic impacts, including the Federal Reserve's interest rate adjustments and the significance of upcoming elections on market dynamics.
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