Vonnie Quinn highlights the market-moving news you need to know. Today’s guests: Goldman Sachs Asset Management Head of Multi Sector Fixed Income Lindsay Rosner, Charles Schwab Fixed Income Strategist Collin Martin, BNP Paribas Head of US Credit Strategy Meghan Robson, and Barclays Head of US Credit Strategy Dominque Toublan.
Chapters:
00:00:00 – Real Yield opens
00:03:18 – Rosner and Martin on PCE Data
00:06:46 – Rosner: More US Federal Spending Than Expected
00:07:31 – Martin: Deficits Seem Here to Stay
00:14:04 – Robson: Forecasting Wider Spreads Into the Summer
00:15:03 – Toublan: Very Hard to Move Away from US Market
00:16:49 – Robson and Toublan on Christina Minnis’s Comments on Capital
00:19:17 – Robson: Not expecting a Spike In Volatility
00:20:50 – What to Watch Next
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