Good(s) News in 2024
For the first time in 16 months, the ISM Manufacturing Purchasing Managers Index (PMI) is back in expansionary territory. Hear how a rebound in goods could boost GDP and how that's good news for High Yield.
A Softer Landing?
Recent changes to the Fed's Economic Projections suggest that the landing may be softer and that rates may stay higher for longer.
2024 Credit Markets Outlook
After the recent drop in yields, Bruce Monrad discusses how the market may have overreacted and how this could provide relative value for the high yield bond market heading into 2024.