All the Credit

The Persistence of Supply-Side Constraints and Their Impact on Inflation


Listen Later

With inflation rising, shortages of key goods due to rising demand, and disruptions abound in the global supply chain, PGIM Fixed Income's All The Credit assesses the top-down macroeconomic factors at play and delves into some of the supply chain bottlenecks causing angst. Importantly, this episode also shares what the current environment means for fixed income investors. Host and Senior Portfolio Manager Mike Collins is joined by Chief Economist Nathan Sheets and Senior Credit Analysts John Smigelsky and Jake Kemeny to assess how investors can make sense of the current state of the ever-changing and newsworthy global supply chain.

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

All the CreditBy PGIM Fixed Income

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

65 ratings


More shows like All the Credit

View all
Bloomberg Surveillance by Bloomberg

Bloomberg Surveillance

1,198 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

189 Listeners

Goldman Sachs Exchanges by Goldman Sachs

Goldman Sachs Exchanges

990 Listeners

Trumponomics by Bloomberg

Trumponomics

349 Listeners

Odd Lots by Bloomberg

Odd Lots

1,775 Listeners

Making Sense by J.P. Morgan

Making Sense

58 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,261 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

80 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

410 Listeners

FICC Focus by Bloomberg Intelligence

FICC Focus

27 Listeners

The View From Apollo by Torsten Slok

The View From Apollo

24 Listeners

The Credit Edge by Bloomberg Intelligence by Bloomberg

The Credit Edge by Bloomberg Intelligence

20 Listeners

The Insight by Oaktree Capital by Oaktree Capital

The Insight by Oaktree Capital

22 Listeners

Goldman Sachs The Markets by Goldman Sachs

Goldman Sachs The Markets

70 Listeners

Unhedged by Financial Times & Pushkin Industries

Unhedged

143 Listeners