Podcast Episodes
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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…
10 months, 3 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 …
10 months, 4 weeks 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…
11 months 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…
11 months, 1 week 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…
11 months, 2 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…
11 months, 4 weeks ago
Why income still wins: Strong demand for IG credit in a tight spread world
Episode 87
Tight spreads. Strong demand. What gives?
Neil Sun, Portfolio Manager on the BlueBay U.S. Fixed Income team, explains why Investment Grade credit is a…
1 year ago
Navigating today’s U.S. housing market
Episode 86
Is the U.S. housing market cooling, or just normalizing?
Eric Hathaway, Senior Portfolio Manager on the BlueBay U.S. Fixed Income team, unpacks the l…
1 year ago
Memorial Day reflections
Episode 85
Tim Leary, senior portfolio manager on the BlueBay U.S. Fixed Income team, unpacks the tension between soaring defense spending, expanding social pro…
1 year ago
Markets get bearish on the US
Episode 84
Moody’s just stripped the U.S. of its last remaining Aaa credit rating. But what does it actually mean for markets? Jeff D’Auria shares why the downg…
1 year ago