Dan Krieter and Dan Belton discuss whether the recent rally in credit will be sustained into the new year or is merely another bear market rally. Other topics include 2023 supply projections in high grade and SSA markets, preferred positioning along the spread curve, and the potential for a wave of rating downgrades in 2023.
On Tee for N.F.P.
Sliding Into Summer
Rebooting the Rally
CPI, or CP-Why?
Fun back in Refunding
Mayday! Mayday!
38 Days Later
Paying for Lower Yields
Don't Look Now
Dancing in the Range
Easy Doves It
The Madness of March
CP-Ides of March
Marching On
A Rally, Deferred
Divergence Emergence
Inflated Expectations
Early Spring?
The 366th Day
January Drift
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