Zach Griffiths

Zachary Griffiths, CreditSights macro and credit strategist, offers a market and systemic-risk lens. Andrew Hedlund, LFI managing editor and leveraged finance analyst, provides on-the-ground deal and BDC color. They debate whether private credit is in a true reset or a cyclical correction. They cover BDC redemptions, software and AI worries, underwriting shifts, deal flow changes, and who actually holds the risk.

Zach Griffiths is U.S. Head of Macro and Investment Grade Strategy at CreditSights, bringing insights on U.S. GDP slowdown and Fed rate cuts. Logan Miller, Head of Euro Strategy, discusses the ECB's cautious stance and the impact of Germany's fiscal stimulus. Regis Châtelier, specializing in emerging markets, highlights strong fundamentals and growth potential in EM. The panel delves into credit market risks, the influence of AI on issuance, and concludes with actionable scenarios for investors looking to navigate the shifting landscape into 2026.

Steve Englander, the Global Head of G10 FX Research at Standard Chartered Bank, dives into Treasury Secretary Yellen's remarks about Trump’s influence on the dollar and previews the BOJ's upcoming moves. Jeannette Lowe from Strategas discusses Kamala Harris's hunt for a VP pick amidst a shifting political landscape. Meanwhile, James Camp and Zach Griffiths analyze data suggesting possible rate cuts by the Fed in September, investigating how these financial decisions could impact markets and bond trading.