US Factory Activity Shrinks, Fed Meeting, Amazon Earnings
Bloomberg Intelligence
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Analyzing Interest Rates and Credit Risk Amidst Fed Actions
The chapter delves into interest rates and the Federal Reserve's potential rate cuts, suggesting that owning some duration could be advantageous as rates may be nearing their peak. It highlights the increase in credit risk post the Fed's rate hikes pause, emphasizing the need to evaluate company fundamentals for informed decisions on credit risk. Market conditions, including treasury and corporate supply, credit risk, and rate curves, are discussed, emphasizing the preference for shorter credit durations due to flat spread curves and anticipating rate cuts by the Fed.
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