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

Cam Dawson, CIO of New Edge Wealth, shares insights on investment strategies for 2025 amidst expectations of slower growth. Winnie Cisar, Global Head of Strategy at Creditsights, dives into bond market signals and economic forecasts, emphasizing key trends in fixed income. Lisa Mateo, a Bloomberg journalist, adds her perspective on the current media landscape. The discussion also touches on the legacy of Jimmy Carter, reflecting on his humanitarian impact and lasting influence in today’s political climate.

Winnie Cisar and Kerry Kantin discuss the strength in the leveraged loan primary market in 2024 due to reduced recession fears and limited M&A activity. They highlight the increase in demand over supply, leading to a wave of repricings benefiting issuers. The team also analyzes market rate-cutting expectations, factors influencing the Fed's actions, and current trends in the primary loan market, including LBO and M&A activity, interest rates impact, specific deals like Mark E., and insights on the private credit market competition.