The Insight: Performing Credit Quarterly 2Q2023 – Fighting the Fed
The U.S.
economy continues to send mixed messages – but that may be because the Biden
administration’s desire to keep the economy churning has clashed with the
Federal Reserve’s interest in throwing sand in the gears. In this edition of the Performing Credit
Quarterly, Armen Panossian (Head of Performing Credit) and Danielle Poli
(Assistant Portfolio Manager, Global Credit) discuss the implications for
investors, including why this tug-of-war may cause interest rates to remain
higher for longer than many are anticipating.
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SubscribeThe Insight: Performing Credit Quarterly 2Q2023 – Fighting the Fed
The U.S. economy continues to send mixed messages – but that may be because the Biden administration’s desire to keep the economy churning has clashed with the Federal Reserve’s interest in throwing sand in the gears. In this edition of the Performing Credit Quarterly, Armen Panossian (Head of Performing Credit) and Danielle Poli (Assistant Portfolio Manager, Global Credit) discuss the implications for investors, including why this tug-of-war may cause interest rates to remain higher for longer than many are anticipating.
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