Q&A #191
Who is the intended audience for headline macro stats? No mention of Fed repo spiking? What’s going on there? Where can I find information on leveraged loan prices/index? Will the latest rise in energy prices finally push the economy over the edge? It seems vulnerable at the moment with rise in pump prices. Historically, how often has Switzerland presaged US economy? How did Jeff get on PBD? What path should we anticipate investment grade corporates to take as economy deteriorates – falling rates with USTs or increasing spreads? Could retail access in Brazil serve as an effective exit for what has developed into a large carry trade there? What might happen if Blue Owl runs into further difficulties? Is the JGB market diminished after this latest harsh selloff, is there still a potential for flight to safety and liquidity?
