From the Middle East to Credit Markets: Christian Stracke on Today’s Uncertainty

What began as an uncertain year has only grown more unpredictable, with conflict in the Middle East and stress across credit rattling the broader markets. Christian Stracke, PIMCO’s President and Head of APAC and EMEA, joins Accrued Interest to lay out a framework for investing when uncertainty and volatility are features, not the exception. Together, he and host Greg Hall get into the ripple effects that the latest geopolitical shocks could have on oil prices, inflation and global markets—and why there’s “a crisis of confidence” in some, not all, parts of private credit.

Shownotes:
(4:27) The market’s reaction to tension in the Middle East
(10:33) How rate markets are digesting recent events
(13:43) A framework for investing in uncertain times
(18:37) The ripple effect on oil prices and inflation
(24:52) A crisis of confidence in credit markets
(30:45) How stress in U.S. credit impacts the broader credit landscape Related Episodes:

Apple:
·       Expect the Unexpected with Pramol Dhawan
·       Will Headlines Hit Your Bottom Line? Risk and Reality in Today’s Credit Markets

Spotify:
·       Expect the Unexpected with Pramol Dhawan
·       Will Headlines Hit Your Bottom Line? Risk and Reality in Today’s Credit Markets

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