RBC Global Asset Management (U.S.) Inc.

The Weekly Fix

Business EN ↓ 153 episodes

Today’s markets move fast. To keep you up to speed each week, Andrzej Skiba, CFA, Head of BlueBay U.S. Fixed Income at RBC Global Asset Management, and members of his investment team will deliver forward looking market commentary and insights into what’s driving fixed income markets over the coming week.

Be sure to visit the podcast's website and support the creator: the-weekly-fix.captivate.fm

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RBC Global Asset Management (U.S.) Inc.

Episodes

The critical importance of pricing power 25.07.2023 3:53

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...

A considerable cool-down in inflation 18.07.2023 3:10

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...

Data has been mixed, but likely not bad enough to hold off higher rates 11.07.2023 2:56

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...