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Three paths back to rate cuts
Episode 123
Cut expectations evaporate: Federal Reserve easing bets collapsed after March meeting as geopolitical risks and inflation concerns pushed rate hike p…
2 months, 2 weeks ago
Why private credit's software problem is high yield's opportunity
Episode 122
Private credit's software problem creates a potential opportunity for high yield as exposure gaps reveal structural vulnerabilities in direct lending…
2 months, 3 weeks ago
One person’s volatility is another’s opportunity
Episode 121
Corporate credit faces volatility as private credit stress rises, AI divides borrowers, and IG primary strength masks widening dispersion.
Neil Sun, P…
3 months ago
Underlying strength shields credit markets from geopolitical shocks
Episode 120
Positioning pays off: Conservative allocations and incoming cash flows shield high yield investors from geopolitical volatility that rattled broader …
3 months, 1 week ago
Markets navigate AI spending boom while inflation holds below target
Episode 119
RBC’s BlueBay Fixed Income team discusses how US markets have shown resilience with contained inflation, though heavy tech sector debt issuance from …
3 months, 3 weeks ago
New hawks on the FOMC, but old uncertainties remain
Episode 118
Trump nominates Warsh for Fed chair as new governors potentially reshape this year’s rate outlook.
Laurie Mount, Portfolio Manager on RBC GAM's BlueBa…
4 months, 1 week ago
Steeper curves, tighter spreads: a credit market inflection
Episode 117
Will tighter spreads hold as supply floods the market?
Anne Greenwood, Institutional Portfolio Manager on RBC GAM's BlueBay U.S. Fixed Income team, di…
4 months, 2 weeks ago
Decoding U.S. Banks' Robust Q4 Performance and 2026 Outlook
Episode 116
Signals of strength? U.S. banks’ Q4 earnings highlight steady fundamentals and confidence heading into 2026.
John Guarnera, Senior Corporate Analyst o…
4 months, 3 weeks ago
Tight spreads, tighter credit: the year ahead
Episode 115
Tight spreads, tighter credit: What’s next for high-yield?
Tim Leary, Senior Portfolio Manager on RBC GAM’s BlueBay U.S. Fixed Income team, shares ins…
5 months ago
High returns, heavy supply: walking 2026’s fixed income tightrope
Episode 114
A year of high returns or high risks? Fixed income markets look to navigate 2026’s key challenges.
In the latest edition of The Weekly Fix, Andrzej Sk…
5 months, 1 week ago