In this week's episode, KBRA Chief Strategist Van Hesser discusses:
1. The press is reporting that the Fed will begin to unwind its corporate bond investments made to stabilize credit markets in the early days of the pandemic. Is this a taper tantrum corporate-style?
2. Credit markets are normalizing—what does that mean for supply and spreads?
3. KBRA has published its financial strength rating report on Lloyd’s of London. It’s worth a look.