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TBF - Corporate Credit Spreads In A Fed Rate Cut Environment. Will History Repeat Itself?
ProShares Short 20+ Year Treasury
Welcome to the weekly Tortoise credit podcast. I’m Greg Haendel, senior portfolio manager at Tortoise. With the premier of the final season of Game of Thrones only days away, we can finally say, “Winter is here.” For the financial markets, winter seems to have been averted at least for the time being, largely due to a recent dovish shift in global central bank policy and, in particular, a dovish shift in Federal Reserve policy. This shift in Fed policy includes a telegraphed near-term end to quantitative tightening, as well as a potential end in