Sonali Basak highlights the market-moving news you need to know. Today’s guests: Columbia Threadneedle Global Rates Strategist Ed Al-Hussainy, Guggenheim Fixed Income CIO Steven Brown, BNP Paribas Head of US Credit Strategy Meghan Robson, and PIMCO Portfolio Manager of Multi-Sector Credit Sonali Pier.
Chapters:
00:00:00 – Real Yield opens
00:03:41 – Brown: Next Move is Going to be Lower Rates
00:04:18 – Brown: September Will Be A Live Meeting
00:05:27 – Al-Hussainy: Labor Market Dampening
00:07:06 – Brown: Prefer Belly of the Curve
00:13:48 – Robson: Expect Wider Spreads This Summer
00:15:11 – Pier: Markets Digesting Risk ‘Readily’
00:17:13 – Robson: Like Shorter Duration, Belly of Curve
00:17:51 – Pier: Dispersion Pickled Up
00:20:37 – What to Watch Next
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