Yielding Problems, Buy or Beware, Private Credit Concerns
Falling yields means good news AND bad news for the Fed and markets. We’ll look at why and how to position. Plus, do lower rates mean better prospects for the housing trade? Our analyst says yes, even with recession risks growing. And despite rising concerns about defaults in the private credit space, the market keeps growing. We’ll talk to one of the big lenders in the space about rates, returns, and recession risk.
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Show Notes
Falling yields means good news AND bad news for the Fed and markets. We’ll look at why and how to position. Plus, do lower rates mean better prospects for the housing trade? Our analyst says yes, even with recession risks growing. And despite rising concerns about defaults in the private credit space, the market keeps growing. We’ll talk to one of the big lenders in the space about rates, returns, and recession risk.
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