High Grade Rally and Supply Deluge: Credit Crunch

High Grade Rally and Supply Deluge: Credit Cr...

Up next

State of Distressed: Bloomberg’s Diaz-Matos on LME Whack-a-Mole

“Even when you think you’ve patched the last three holes ... what does it matter that you actually blocked one, two, and three if the company can still get there through route four?” observes Alex Diaz-Matos, Bloomberg Intelligence senior covenant analyst, on the game of whack-a- ...  Show more

Macro Matters: Pimco’s Clarida on Fed Policy and Balance Sheet

With the Federal Reserve confronting persistent inflation, strong demand and questions about how much further rates may need to rise, investors are also watching for potentially significant changes to the central bank’s communications and balance-sheet framework. Richard Clarida, ...  Show more

Recommended Episodes

Consumer Staples Check-Up, a U.S. Credit Crunch, and Closing Out the Trading Week 04/21/23
Morning Call

Procter & Gamble is kicking off a lineup of earnings for consumer staples stocks as investors look for insight into spending trends. Goldman Sachs' Jason English lays out the sector's trade. Plus, Citigroup says it's premature to rule out the potential for a credit crunch in t ...

  Show more

What the huge jobs number means for investors
The Markets

Bond and equity markets are sliding after a strong US jobs report. Where are the opportunities for investors now? Gurpreet Garewal, Macro Strategist on the Fixed Income team in Goldman Sachs Asset Management, discusses with Chris Hussey.  Learn more about your ad choices. Visit m ...  Show more

Why a “Santa Rally” may be ahead
The Markets

Can US stocks extend their gains through the end of the year? John Flood, head of Americas Equities Sales Trading with Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. Learn more about your ad choices. Visit megaphone.fm/adchoices 

What could drive the S&P 500 even higher?
The Markets

As the S&P 500 continues to notch record highs, questions have arisen around concentration, sentiment, and valuations. So what's really driving US equities – and can the rally continue? John Flood, head of Americas Equities Sales Trading in Global Banking & Markets, discusses wit ...  Show more