Podcast Episodes
Back to Search
Fed policy in focus: inflation trends, rate cuts, and market expectations
Episode 97
All eyes are on Jackson Hole this week as investors digest recent economic data and look ahead to the Fed’s next moves.
Mindy Gudmundson, Institutiona…
8 months ago
Inflation insights and fed policy outlook
Episode 96
BlueBay Senior Trader Peter Keenan highlights key themes following the most recent inflation data release.
Inflation Data Overview: July's Consumer …8 months, 1 week ago
Markets shift as jobs data and Fed outlook signal economic uncertainty
Episode 95
BlueBay Portfolio Manager Laurie Mount discusses how the fallout from Friday’s lousy jobs report could dominate Washington and Wall Street for some t…
8 months, 2 weeks ago
Why credit investors are hedging – even as bonds rally
Episode 94
Investment-grade bonds are having a strong year, but investors aren’t getting complacent.
Neil Sun, Portfolio Manager on the BlueBay U.S. Fixed Income…
8 months, 3 weeks ago
US monetary policy outlook: Rate cuts, market dynamics, and credit opportunities
Episode 93
Fed policy and credit markets are at a pivotal moment.
Andrzej Skiba, BlueBay Head of U.S. Fixed Income, gives an update on monetary policy trends and…
8 months, 4 weeks ago
Market dynamics and macro themes
Episode 92
TACO trade or GAIN trade? Markets brace for tariffs and bank earnings.
Tim Leary, Senior Portfolio Manager on the BlueBay US Fixed Income team, dives …
9 months ago
Our strategy amid evolving risks and opportunities
Episode 91
As we pass the mid-year mark, @Andrzej Skiba, Head of BlueBay U.S. Fixed Income, breaks down how fixed income markets are shaping up for the second h…
9 months, 1 week ago
Mid-year reflections: don’t fight the U.S. consumer
Episode 90
Don’t fight the Fed – or the American consumer.
Tim Leary, Senior Portfolio Manager on the BlueBay U.S. Fixed Income team, highlights the resilience o…
9 months, 2 weeks ago
Supply and demand dynamics supporting markets
Episode 89
Strong inflows. Low issuance. High cash balances. Peter Keenan, Senior Trader on the BlueBay U.S. Fixed Income team, explores why High Yield is holdi…
9 months, 3 weeks ago
“Debt ceiling” economics
Episode 88
Debt ceiling drama. Bill curve dislocation. Fed in holding pattern.
Laurie Mount, Portfolio Manager on the BlueBay US Fixed Income team, breaks down t…
10 months ago