

A cold snap in corporate bonds
14 snips Apr 8, 2025
Corporate bond issuance is at a standstill, leaving firms hesitant to invest long-term. The Democratic Republic of the Congo's extended cobalt export ban is set to impact global prices amid rising competition. Meanwhile, closures in the bar and restaurant sector reflect the struggles of local businesses post-pandemic. The podcast also tackles listener questions on trade policy, highlighting how tariffs and changing geopolitical dynamics are reshaping the economy.
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Corporate Bond Market Slowdown
- Corporate bond issuance has slowed due to economic uncertainty, impacting long-term investments.
- This slowdown mirrors concerns reflected in falling two-year Treasury note yields.
Loan Slowdown in Texas
- Tariff-induced uncertainty is affecting loan growth and demand, especially in Texas.
- This slowdown in lending, if widespread, could signal broader economic trouble.
Economy and Tariffs
- The US economy is large and diverse, but a stock market downturn can slow spending.
- Congress has the power to repeal tariffs, but Republicans are currently choosing not to.