In this episode of The Portfolio Fix with AAM, Marco Bravo explains why yields have risen so much in the past month and why markets are suggesting a 75bps rate hike on September 21 is likely. Additionally, Elizabeth Henderson and the corporate team discuss why liquidity, margin pressure and stretched valuations should lead to wider spreads in the upcoming months.
Sources: Bureau of Labor Statistics, Institute of Supply Management
This episode of The Portfolio Fix was recorded on August 26 & September 2, 2022. Any timely data or views should be considered as of this date unless otherwise specified.
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