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Posts tagged ‘fixed income’

Themes in Credit and a Feeling of Deja Vu



As my second session of the day ended at the Milken Global Conference, I was struck by both the great insights that I’d heard and by a certain feeling of deja vu. This panel discussion, led by Michael Milken himself, was titled “Credit Markets: What’s Next.” With panelists from some of the…

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Markets Rally with Relief – Reaction to March FOMC Minutes (Video)



Back in March, I commented on the bond market’s reaction to comments made by Federal Reserve Chair Janet Yellen following the March 18-19 Federal Open Market Committee (FOMC) meeting, Fed Said Higher Rates Ahead – How Will Bonds Respond? The formal meeting minutes were released Wednesday (April…

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