The Weekly Fix

In this episode of The Weekly Fix, Charlie Whinery, BlueBay Portfolio Manager of Leveraged Finance at RBC GAM, reflects on the previous week's earnings season and credit market activity. He notes that while earnings are still contracting, they are doing so at a slower pace than expected. Looking ahead, the focus will be on the Fed’s rate decision. However, instead of discussing that, Whinery shift...

In today’s episode of The Weekly Fix, Tim Leary, BlueBay Senior PM of Leveraged Finance at RBC GAM, looks at the new inflation data, which offered some of the most hopeful news since the Fed began trying to tame rising prices 16 months ago. Short term rates remain elevated, and the yield curve is inverted, but higher rates with little duration risk can’t last. In Leary’s view, high yield bond...

In this episode of The Weekly Fix, Tim Leary, BlueBay Senior Portfolio Manager of Leveraged Finance at RBC GAM, discusses July market trends. The recent data releases have been mixed, but investors calculate that the economy is still too strong for the Fed’s liking, and that policymakers will raise rates again later this month. The US consumer continues to show strength in spending and, while infl...