Bruce Monrad sits down with Chris Boyd to discuss the financial markets.
7:52 – Bruce joins Chris, challenges of analyzing the High Yield markets
10:17 – A big picture, macro view of the economy.
13:00 – Indicators, Housing, Auto, the Rhine River
15:22 – Consumer/Business Confidence, Employment
16:50 – Tail Risks: Trade Wars, Brexit, Sovereign Debt
19:00 – Government Shutdown
20:40 – Trade War Impact
25:55 – Government Deficit, National Debt
37:00 – Credit Markets Update
40:00 – Yield Curve, Inversion
42:00 – BBB Ratings Downgrades, Potential Opportunities
In the face of a housing slowdown, a looming trade war, and ongoing Brexit woes, bond investors are re-embracing risk. Click below to hear Bruce Monrad’s explanation of why this makes perfect sense.