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The Weekly Fix

RBC Global Asset Management (U.S.) Inc.

Today’s markets move fast. To keep you up to speed each week, Andrzej Skiba, CFA, Head of BlueBay U.S. Fixed Income at RBC Global Asset Management, and members of his investment team will deliver forward looking market commentary and insights into what’s driving fixed income markets over the coming week.

Sito del podcast

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Episodi

153 episodi

  1. AI's next bottleneck is in Texas 6:23
  2. The Fed just rewrote its own playbook 4:35
  3. The disappearing first-time homebuyer 7:24
  4. The AI fixed income selloff nobody saw coming 5:26
  5. Competition for capital is back 5:19
  6. When rising yields stop being credit's friend 4:56
  7. Rising yields just rewrote the bond playbook 5:12
  8. When yield isn't enough 3:59
  9. Inflation corners the Fed 4:40
  10. The Fed's no-win moment 3:40
  11. The Treasury's yield problem it can't buy its way out of 5:06
  12. Where did all the junk go? 5:31
  13. When a falling unemployment rate is bad news 3:59
  14. When the bond market does the Fed's job 4:11
  15. The AI build quietly rewriting credit markets 5:47
  16. The ABS market's record year has a catch 4:50
  17. The credit upgrade nobody's pricing in 4:12
  18. Rates may have peaked. AI's credit boom is just getting started. 4:01
  19. The rate cut era is over 4:17
  20. The AI job shock nobody’s talking about 3:08
  21. When AI becomes an infrastructure debt story 4:46
  22. The mortgage market’s quiet revolution 5:09
  23. Stocks up, bonds down, and the Fed's not moving 4:49
  24. AI concentration risk: don’t get over hype-scaled 4:13
  25. Unprecedented Fed discord signals uncertain road ahead 3:55
  26. Income without illusion: navigating late-cycle credit markets 4:39
  27. Patience required: navigating US fixed income's inflation peak 4:38
  28. Quality carry over market timing 3:33
  29. Between conflict and compromise: finding value amid Middle East volatility 4:43
  30. EA's record-breaking buyout rewrites LBO playbook 4:49
  31. Three paths back to rate cuts 4:37
  32. Why private credit's software problem is high yield's opportunity 4:39
  33. One person’s volatility is another’s opportunity 4:05
  34. Underlying strength shields credit markets from geopolitical shocks 4:24
  35. Markets navigate AI spending boom while inflation holds below target 3:57
  36. New hawks on the FOMC, but old uncertainties remain 4:18
  37. Steeper curves, tighter spreads: a credit market inflection 3:49
  38. Decoding U.S. Banks' Robust Q4 Performance and 2026 Outlook 4:45
  39. Tight spreads, tighter credit: the year ahead 3:53
  40. High returns, heavy supply: walking 2026’s fixed income tightrope 6:08
  41. Cash tsunami: $8T in money markets as investors play the waiting game 4:37
  42. 2026 vision: rate cuts, tight spreads, and AI’s growing pains 4:28
  43. Data drought: navigating the economic fog 3:49
  44. High yield bonds: Generating income, navigating volatility 2:43
  45. Tech bros vs finance bros: big tech’s mega bond issuance 3:19
  46. Powell's caution: a foggy road ahead for interest rates 4:16
  47. Systemic risks versus idiosyncratic events 5:58
  48. Bank resilience amid market jitters 4:50
  49. US High Yield: attractive yields, selective opportunities 4:15
  50. Adapting to market dynamics in fixed income strategies 5:57