The Weekly Fix
by RBC Global Asset Management (U.S.) Inc.
Latest episode
The disappearing first-time homebuyer
The disappearing first-time homebuyer
About this podcast
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.
Episodes
The newest 20 of 151 episodes
- The disappearing first-time homebuyer · 7 min · Episode 151What happens when an entire generation gets priced out of homeownership? Eric Hathaway, Portfolio Manager on the BlueBay U.S. Fixed Income team, breaks down the structural…
- The AI fixed income selloff nobody saw coming · 5 min · Episode 150Is AI a trap for bond investors - or a buying opportunity in disguise? Andrzej Skiba, Head of U.S. Fixed Income on the BlueBay U.S. Fixed Income team, breaks down what's…
- Competition for capital is back · 5 min · Episode 149What if the real opportunity in fixed income isn't just higher yields, it's who holds the leverage? Anne Greenwood, Institutional Portfolio Manager on the BlueBay U.S. Fixed…
- When rising yields stop being credit's friend · 5 min · Episode 148What happens when the technical that usually supports credit starts working against it? Ben Romeo, Senior Trader on the BlueBay U.S. Fixed Income team, unpacks the shift. • Rate…
- Rising yields just rewrote the bond playbook · 5 min · Episode 147What if rising bond yields are actually an opportunity in disguise? Neil Sun, Portfolio Manager on the BlueBay U.S. Fixed Income team breaks down what's driving the rate move and…
- When yield isn't enough · 4 min · Episode 146A Federal Reserve hike lifts yields, but attractive income alone does not mean investors are being paid for the credit risk they take. • Higher yields strengthen the foundation…
- Inflation corners the Fed · 5 min · Episode 145Stubborn inflation has the Fed cornered while AI's biggest leaders call to slow down, two forces reshaping the outlook investors face right now. • August inflation ran hot…
- The Fed's no-win moment · 4 min · Episode 144What happens when the Fed runs out of good options? That's the question hanging over markets after a hawkish Jackson Hole. This week, Tim Leary, Senior Portfolio Manager on the…
- The Treasury's yield problem it can't buy its way out of · 5 min · Episode 143Can the Treasury buy its way out of a yield problem? Andrzej Skiba, Head of U.S. Fixed Income on the BlueBay U.S. Fixed Income team, breaks down what's really driving long…
- Where did all the junk go? · 6 min · Episode 142Where did the riskiest borrowers in credit actually go? Anne Greenwood, Institutional Portfolio Manager on the BlueBay U.S. Fixed Income team, unpacks how credit risk is…
- When a falling unemployment rate is bad news · 4 min · Episode 141What happens when the unemployment rate falls even as jobs disappear? Mindy Gudmundson, Institutional Portfolio Manager on RBC GAM’s BlueBay U.S. Fixed Income team, unpacks a…
- When the bond market does the Fed's job · 4 min · Episode 140What happens when a divided Fed meets a bond market that's doing its own thing? Laurie Mount, Portfolio Manager with RBC BlueBay's US Fixed Income team, breaks down the latest…
- The AI build quietly rewriting credit markets · 6 min · Episode 139What happens when the race to build AI infrastructure meets the realities of credit markets? Andrzej Skiba, Head of BlueBay U.S. Fixed Income at RBC GAM, breaks it down in this…
- The ABS market's record year has a catch · 5 min · Episode 138Record asset-backed securities (ABS) issuance. Spreads at year-to-date tights. But underneath, a bifurcated consumer is quietly narrowing the margin for error. Teri Savage…
- The credit upgrade nobody's pricing in · 4 min · Episode 137Tight spreads don't tell the whole story. The most compelling opportunities in US credit right now may be hiding in plain sight. Anne Greenwood, Institutional Portfolio Manager…
- Rates may have peaked. AI's credit boom is just getting started. · 4 min · Episode 136Fed hikes may be overpriced, but yields stay supported by AI-driven growth. IG carry remains strong as record supply tests spreads. • The Treasury curve is expected to steepen…
- The rate cut era is over · 4 min · Episode 135The Federal Reserve's pivot under new leadership is reshaping the fixed income landscape, and investors need to be ready. Laurie Mount, Portfolio Manager on RBC GAM's BlueBay…
- The AI job shock nobody’s talking about · 3 min · Episode 134The Fed's dual mandate faces unique challenges as artificial intelligence (AI) adoption creates new uncertainty around employment and rate trajectory. Tim Leary, Senior Portfolio…
- When AI becomes an infrastructure debt story · 5 min · Episode 133Capital formation replaces innovation as AI's next frontier: a new $85B raise and $1.5 trillion financing gap signal that hyperscaler balance sheets alone cannot fund the…
- The mortgage market’s quiet revolution · 5 min · Episode 132Built for this moment: Mortgage-backed securities are earning their place in fixed-income portfolios amidst an uncertain rate environment. Teri Savage, Senior Trader on RBC GAM's…
