Vonnie Quinn은 당신이 알아야 할 시장을 움직이는 뉴스를 강조합니다. 오늘의 손님 : TD Securities US 요금 전략가 Molly Brooks, BlackRock 리드 포트폴리오 관리자 Total Return Fund David Rogal, Wells
Vonnie Quinn highlights the market-moving news you need to know. Today’s guests: TD Securities US Rates Strategist Molly Brooks, BlackRock Lead Portfolio Manager Total Return Fund David Rogal, Wells Fargo Global Head of High-Grade Syndicate Maureen O’Connor, and Barings Head of Consumer ABS and CMBS Yulia Alekseeva.
Chapters:
00:00:00 – Real Yield opens
00:02:56 – Brooks, Rogal on Rise of Inflation Expectations
00:07:21 – Brooks: Fed Will Be Cautious
00:08:57 – Rogal: Deficit Is Bigger Risk of Fixed Income Markets
00:13:42 – O’Connor: High Grade More Insulated Than Other Parts of Markets
00:15:14 – Aleskseeva: Not Alarmed By Spreads
00:18:06 – O’Conner: Worst Thing For High-Grade Would Be Stagflation
00:21:36 – What to Watch Next
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