Navigating Market Surprises: Understanding CPI and PPI Impacts

Feb 20, 2024

Guest

Winnie Cisar

Guest

Zachary Griffiths

Exploring the impact of CPI and PPI data on fixed income markets, investor perspectives on credit spreads, Federal Reserve's rate adjustments, comparisons of current credit cycle to historical data, market volatility, and potential credit risk opportunities

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Episode notes

Introduction

00:00 • 2min

Market Reaction to Fed Rate Cut Expectations

02:09 • 11min

Navigating Inflation Expectations and Credit Spreads

13:23 • 4min

Analyzing Current Credit Cycle and Market Trends

17:09 • 3min

Navigating Market Volatility and Fed Policy Changes

20:35 • 7min