Podcast Episodes
Back to Search
Economic pulse: GDP growth, labor market stability, and government turbulence
Episode 103
New GDP data shows economic growth, but labor market and political risks keep markets on edge.
Mindy Gudmundson, Institutional Portfolio Manager with …
8 months, 2 weeks ago
Diverging views on monetary policy: a closer look at the Fed's path forward
Episode 102
The Fed’s rate cut is in, just as the market expected – what’s next for the future of monetary policy?
Laurie Mount, Portfolio Manager with RBC BlueB…
8 months, 3 weeks ago
The intersection of Fed policy and housing affordability
Episode 101
Can Fed policy ease the housing affordability crisis?
Teri Savage, Senior Mortgage Trader with RBC BlueBay’s Fixed Income team, explores the pressures…
8 months, 4 weeks ago
The Fix Is In. Fixed over floating now that rate cuts are all but certain
Episode 100
Senior portfolio manager Tim Leary discusses how weaker job growth and strong bond market activity, coupled with tight spreads, support expectations …
9 months ago
Back to school, back to supply: corporate credit spreads at historic lows, what’s next?
Episode 99
Corporate credit spreads are at historic lows – will September’s bond supply shake up the market?
Neil Sun, Portfolio Manager on the BlueBay U.S. Fix…
9 months, 1 week ago
Strategic insights: Fed signals, credit markets, and market implications
Episode 98
Fed Chair Powell excited investors last Friday with hints of a potential September rate cut. What’s next for credit markets?
Anne Greenwood, Instituti…
9 months, 2 weeks ago
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…
9 months, 3 weeks 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 …10 months 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…
10 months, 1 week 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…
10 months, 2 weeks ago