Macro Horizons

Don’t Lose Sight of the Forest - High Quality Credit Spreads

Nov 16, 2022

16:16

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Highlights

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Episode notes

New Issue Concessions in Primary Markets This Year

01:36

Do You Think the Market Might Be Getting Ahead of Itself?

03:12

Credit Spreads Trading Below 100 Basis Points

04:17

Introduction

3min

New Issue Concessions in Primary Markets This Year

2min

Do You Think the Market Might Be Getting Ahead of Itself?

3min

Credit Spreads Trading Below 100 Basis Points

4min

Corporate Fundamentals and the Economic Slowdown in 2023

4min

Dan Krieter and Dan Belton discuss the strong rally in credit following Thursday’s CPI print and discuss the level at which relative value will no longer favor overweight positions in credit. Other topics include recent ranges in credit, fair value estimates for spreads, and the health of corporate balance sheets heading into a likely economic slowdown in 2023.