The Weekly Fix

Steeper curves, tighter spreads: a credit market inflection


Listen Later

Will tighter spreads hold as supply floods the market?

Anne Greenwood, Institutional Portfolio Manager on RBC GAM's BlueBay U.S. Fixed Income team, discusses the Fed's steady approach and how heavy corporate issuance is shaping the credit landscape.

  1. The Fed is expected to hold rates this week, with the potential for up to 3 cuts later in 2026.
  2. Corporate fundamentals remain solid, though shorter-dated bonds may offer advantages as front-end rates potentially decline.
  3. Heavy corporate borrowing for AI spending, tech earnings results, and geopolitical tensions could impact spreads and bring volatility in Q1.

...more
View all episodesView all episodes
Download on the App Store

The Weekly FixBy RBC Global Asset Management (U.S.) Inc.