Amanda Lynam

In this discussion, Amanda Lynam, Head of Macro Credit Research at BlackRock, delves into signals from the bond market, revealing whether recent market tumult is a sign of deeper issues. Jay Timmons, CEO of the National Association of Manufacturers, tackles the challenges of workforce training and the impact of manufacturing regulations. Meanwhile, Whitney Tilson shares insights from his NYC mayoral candidacy and policy ideas aimed at boosting economic growth. Together, they explore critical intersections of finance, manufacturing, and politics.

Dan Ives, Head of Global Technology at Wedbush Securities, shares his insights on Tesla’s stock performance and Elon Musk’s influence on the tech giant, emphasizing the effects of tariffs on the auto industry. Amanda Lynam, from BlackRock, discusses the current state of credit spreads and consumer sentiment amid concerns about a growth slowdown. Both guests analyze the potential economic ramifications of ongoing trade policies, highlighting the complexity of the U.S. market landscape.

Amanda Lynam, Head of Macro Credit Research at BlackRock, delves into the complex interplay between corporate margins and the labor market. She discusses the cautious optimism within corporations as they prepare for earnings season amid stubbornly high bond yields. Lynam explores how rising student loan delinquencies affect consumer behavior and contrasts the credit ratings of corporations with government debt. Additionally, she highlights potential opportunities in the corporate credit market as executives navigate these financial challenges.

Amanda Lynam from BlackRock delves into why tech giants are issuing debt despite holding hefty cash reserves, examining the nuances of capital structure. Greg Boutle of BNP Paribas dissects recent equity volatility, attributing it to market positioning while noting a rise in next-year earnings forecasts. Their insights shed light on the intriguing dynamics of corporate finance and market behavior, making for a compelling dialogue on the current economic landscape.

Liz Ann Sonders doesn't believe the economy justifies a Fed rate cut. Amanda Lynam discusses how private credit can now compete with banks. Libby Cantrill previews the fourth GOP debate. Elliot Ackerman provides insight on the Israel-Hamas war.

Amanda Lynam, Head of Macro Credit Research at BlackRock, and Sinjin Bowron, Senior Portfolio Manager at Beach Point Capital, dive into the complexities of credit markets in today’s uncertain environment. They discuss the implications of corporate credit spreads and the importance of risk assessment in volatile times. The duo also examines the influence of ETFs on investment strategies and economic indicators shaping the market landscape. Insights on adapting to bond yield changes in a weakening dollar provide valuable perspectives for investors navigating this challenging terrain.

Amanda Lynam, Head of Macro Credit Research at BlackRock, discusses the current landscape of corporate credit and bond market signals affecting future rates. Dan Ives, Senior Equity Analyst at Wedbush Securities, dives into Tesla's recent delivery issues and OpenAI's significant funding round. Sophia Drossos, Economist at Point72, analyzes new economic data and recent Federal Reserve discussions, tying these insights to labor market trends and their implications for consumer behavior.

Mike Green, Chief Strategist at Simplify Asset Management, and Amanda Lynam, Head of Macro Credit Research at BlackRock, delve into the intricacies of the financial landscape. They discuss how Federal Reserve interest rate decisions could impact markets and the changing dynamics of credit investments. The conversation highlights the challenges looming over tech earnings and the role of AI in shaping future trends. Plus, they offer strategic insights for personal investment amid current pressures and economic uncertainties.

Stephanie Roth, Chief Economist at Wolfe Research, shares her insights on the upcoming jobs report and the US economy's outlook. Amanda Lynam, from BlackRock, discusses the resilient corporate credit market amid slowing growth. Kate McShane of Goldman Sachs analyzes evolving consumer spending patterns and retail strategies, emphasizing inflation's impact. Lorenzo Simonelli, CEO of Baker Hughes, highlights growth opportunities in the energy sector for the latter half of 2024, focusing on market dynamics and production efficiency.

Tiffany Wilding, a Managing Director at PIMCO, Dana Telsey, CEO of Telsey Advisory Group, and Amanda Lynam, Head of Macro Credit Research at Blackrock, dive deep into the current economic landscape. They discuss retail sales growth and employment trends signaling stability while addressing consumer spending disparities. The conversation highlights innovative practices in beauty retail, the rising demand for sustainable products, and the contrasting strategies of companies, including Walmart and luxury brands. They also touch on the importance of adapting to consumer behaviors, particularly in China.