Fixed Income Conversation Corner with Robert Cohen (DoubleLine) and Leslie Falconio (UBS CIO)
UBS On-Air: Market Moves
Current State of Credit Markets and Potential Impact
The speakers discuss the current state of the credit markets, highlighting the outperformance of corporate credit, the surprising performance of the equity market, and the potential impact on interest coverage, supply, and access to capital. They also discuss the winners and losers in the market, the concerning macro data, and the need for a dynamic approach.
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