Episode Details
Back to EpisodesNew Normalization - High Quality Credit Spreads
Published 4 years, 5 months ago
Description
Dan Krieter and Dan Belton discuss the recent path of credit spreads including the impact of earnings, technicals, and market volatility. Then they discuss the Fed’s plan for balance sheet normalization, the prospect of active selling out of the SOMA portfolio, and what it means for credit and swap spreads.