Ian & Royce are back in the studio this week, discussing their interpretation of the Throne Speech and what it means for macro and rates. Royce talks about the sustainability of fiscal support, while Ian ruminates on what needs to happen for issuance risks to increase going forward.
Ian & Royce are back in the studio this week, discussing their interpretation of the Throne Speech and what it means for macro and rates. Royce talks about the sustainability of fiscal support, while Ian ruminates on what needs to happen for issuance risks to increase going forward.