The multiverse of credit & rates

Curve Your Enthusiasm

Ian is joined this week by Josh Kay, and the duo begin the episode talking about the benefits, and dangers, of a non-standard sized hike. Ian discusses the required trade off between a higher terminal rate and a faster pace of hikes and why the curve is currently ‘trapped’. Josh spends some time discussing how credit markets are reacting to higher interest rates, while also taking a look back at recent Canadian credit performance. The pair finish the episode talking about portfolio construction and whether or not credit spreads have already reached the lows for the year.

Featured in this episode

Josh Kay
Josh Kay
CIBC Capital Markets

Managing Director, Global Markets

CIBC Capital Markets

Josh Kay
Josh Kay
Featured Guest

Podcast episode contributor

In this series: Curve Your Enthusiasm

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