Can The Fed Keep Raising Rates Amidst A Banking Crisis? | Michael Howell
Inflection Point
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Fixed Income Markets - Is the Economy Slowing Down?
If you look at how the fixed income markets are unfolding, this is a very normal cycle. You got to remember that the yield curve is inverted, but it's beginning, I think, to inch towards the steepening. And all those things are what you would normally see at this stage of the cycle. But wouldn't defaults be increasing because the economy is slowing down? Well, that's the supposition. Then maybe you can pick and choose within the credit structure and you can find opportunities.
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