Sonali Basak highlights the market-moving news you need to know. Today’s guests: Parametric SMA Portfolio Managing Director Nisha Patel, Principal Asset Management Global Fixed Income CIO Michael Goosay, BlackRock Head of Macro Credit Research Amanda Lynam, and Invesco Head of Investment Grade Credit Matt Brill.
Chapters:
00:03:27 – Gosay and Patel on Future of the 10-Year
00:05:46 – Patal: Big Focus on Payrolls
00:07:10 – Goosay: Fed Can Cut If Inflation Data Moves Toward 2%
00:08:17 – Patel: Real Yield Growth Story Is Taking the Narrative
00:12:50 – Lynam: The Bar for Sustained Widening and Credit is High
00:16:26 – Brill: America First Still For Credit
00:20:33 – What to Watch Next
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