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The critical importance of pricing power
Episode 3
Published 2 years, 8 months ago
Description
In this episode of The Weekly Fix, Charlie Whinery, BlueBay Portfolio Manager of Leveraged Finance at RBC GAM, reflects on the previous week's earnings season and credit market activity. He notes that while earnings are still contracting, they are doing so at a slower pace than expected. Looking ahead, the focus will be on the Fed’s rate decision. However, instead of discussing that, Whinery shifts the focus to inflation at the sector level, using Healthcare and Airlines as examples.