Letty Zemaitis
Fixed Income Strategist for the Americas at UBS Chief Investment Office, focusing on credit market analysis and thematic research such as AI disruption impacts on credit.
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Mar 25, 2026 • 16min
Top of the Morning: Fixed Income market update & outlook
Letty Zemaitis, Fixed Income Strategist focused on credit and AI disruption in credit markets. Leslie Falconio, Head of Taxable Fixed Income Strategy, providing yield forecasts and positioning guidance. They discuss market moves from geopolitical shocks, a 10-year yield outlook and preferred duration, and how AI is beginning to influence credit stress in software and loan recovery risks.
