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Podcast: Bears stay away from Goldilocks

David Riley joins us on the BlueBay Insights podcast to discuss credit markets and the recent policy monetary policy meetings.

We asked David:

  1. Global equities have posted new highs and US Treasury yields have fallen. Are we back in a ‘goldilocks’ environment for markets?

  2. How would you characterise the state of credit markets?

  3. With valuations quite high by historic standards, how much more value is there left in credit?

  4. You mentioned emerging market credit as lagging developed market credit in the first months of this year. Is there contagion risk from the distress of the Chinese company Huarong that is currently in the headlines?

  5. The ECB’s latest monetary policy meeting just concluded. What are your takeaways?

  6. The Fed meets next week. Are you expecting any fireworks?

  7. Any other recent developments you think are worth highlighting?