Sonali Basak highlights the market-moving news you need to know. Today’s guest: Wells Fargo’s Head of Global Fixed Income Strategy Brian Rehling, Amundi US Head of Fixed Income Jonathan Duensing, Creditsights Global Head of Credit Strategy Winnie Cisar, and JPMorgan Private Bank Global Credit Strategist Ashley Allen.
Chapters:
00:00:00 – Real Yield
00:03:21 – Rehling & Duensing on 10-Year
00:05:01 – Rehling: If Consumers Feel Good, They Are Willing to Spend
00:05:54 – Duensing on Growth Risks
00:07:58 – Rehling: Markets Digesting Uncertainty Well
00:13:15 – Cisar & Allen on Possible Credit Distress
00:15:47 – Cisar: Avoid Sectors Impacted by Economic and Policy Change
00:17:16 – Allen: Remain Cautious When Chasing Yield
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