Thoughts on the Market

Three Risks for the Third Quarter

Jul 26, 2024
Andrew Sheets, head of Corporate Credit Research at Morgan Stanley, sheds light on critical market risks as we head into the third quarter. He reveals that August and September often pose challenges for riskier assets, with high-yield bonds typically underperforming. Sheets discusses the shift in equity markets, noting recent struggles for large-cap tech stocks while smaller companies gain traction. He also emphasizes the importance of monitoring economic data that may affect credit performance. Tune in for insights on navigating the evolving financial landscape!
Ask episode
Chapters
Transcript
Episode notes