Sonali Basak highlights the market-moving news you need to know. Today’s guests: Columbia Threadneedle Global Rates Strategist Ed-AlHussainy, Richard Bernstein Advisors Deputy CIO Michael Contopoulos, JPMorgan Private Bank Global Credit Strategist Ashley Allen, and Goldman Sachs Chief Credit Strategist Lotfi Karoui.
Chapters:
00:00:00 – Bloomberg Real Yield opens
00:03:33 – Contopoulo: Unbelievable Opportunity for Fixed Income Investors
00:05:10 – Al-Hussainy: Duration Globally Has Done Better
00:06:49 – Contopoulos: Inflation Expectation Third Reason for Market Selloff
00:08:16 – Al-Hussainy: Ability to Intermediate Treasury Market Has Diminished
00:13:19 – Allen: Investment Grade Credit Still Attractive
00:15:00 – Karoui: Expect Direction of Travel to Be Skewed Towards More Spreads Widening
00:18:41 – Allen on Low Rated Securities
00:21:05 – What to Watch
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