Sonali Basak highlights the market-moving news you need to know. Today’s guest: Morgan Stanley Chief Fixed Income Strategist Vishy Tirupattur, Loomis, Sayles and Co. Head of the Custom Income Strategies Pramila Agrawal and Goldman Sachs Global Head of Credit and Asset Finance Christina Minnis.
Chapters:
00:03:22 – Weak US Retail Sales Bolster Fed Bets
00:05:06 – Agrawal: Won’t See Multiple Fed Cuts in ’25
00:07:34 – Tirupattur: Tariffs Will Have Lagged but Meaningful Impact on Growth
00:11:59 – Minnie: Convergence of Public, Private Markets
00:15:26 – Largest Opportunities Is In Private Investment Grade
00:21:32 – What to Watch
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