Macro Horizons

Into the Frying Pan… - High Quality Credit Spreads

Sep 28, 2022

23:14

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Highlights

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Episode notes

The Resilients in Credit in a Severe Economic Slowdown

02:03

Credit Spreads - Is That a Good Thing?

04:51

Is There a Resiliency in Credit?

01:40

Introduction

2min

Is There a Resiliency in Credit?

2min

The Resilients in Credit in a Severe Economic Slowdown

2min

Why Have Credit Spreads Been More Resilient?

2min

The Light of September Supply Since Two Thousand 11 - And Lightest by a Wide Margin

1min

Credit Spreads - Is That a Good Thing?

5min

Is There Going to Be More Central Bank Intervention?

3min

Swap Spreads - Is There a Floor?

4min

Slash Macro Horizons, Slash Legal Disclosure

2min

Dan Krieter and Dan Belton discuss the recent volatility in credit and swap spreads including their year-end targets for credit spreads. Other topics include whether swap spreads can continue to narrow from here, why credit had been so resilient until this week, and the impact of central bank intervention on credit and swap spreads.