Lead-Lag Live cover image

Skanda Amarnath & Michael Gayed: Unraveling the Fiscal Policy-Inflation-Asset Prices Nexus

Lead-Lag Live

00:00

The Effects of Fed Cuts on Credit Spreads

The bond market has given them credit spreads have not really widened to the degree that the fed would normally be concerned. But at the same time, the bond market sell has never really seen rates move this quickly either. "It's not obvious that the whole net recession is like imminent or about to happen the second half of this year"

Play episode from 15:50
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app