
UBS On-Air: Market Moves Around the Horn: Monthly Fixed Income Roundtable with UBS Asset Management
Jul 23, 2024
Discussion on market surprises, Fed policy, and unemployment figures. Anticipation of rate cuts by the Fed and market probabilities. Insights into trading dynamics, valuation trends, and credit performance. Exploration of high yield sentiment and market trends. Review of municipal bond market performance and influencing factors.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 6min
Analysis of Fed Policy, Data Dependence, and Market Probabilities
05:40 • 3min
Insights into the Fixed Income Market and Investment Grade Credit Environment
08:12 • 4min
Analysis of High Yield Sentiment and Market Trends in Fixed Income
12:20 • 2min
Analysis of Municipal Bond Market Performance and Market Factors
14:00 • 5min
