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Debt Ceiling Talks, Again

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Manage episode 354714764 series 3397823
Indhold leveret af Merganser Capital Management. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Merganser Capital Management eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

It has been an eventful start to 2023, and among many topics, the Debt Ceiling is once again in the spotlight. Hear from host Mike Cloutier, Merganser’s Chief Marketing Officer, as he interviews Andy Smock, Merganser’s Chief Investment Officer, to discuss one of the key risks facing fixed income investors in 2023 – the US Treasury Debt Limit. Together, they summarize the current state of affairs, use of extraordinary measures, supply concerns for investors, and potential consequences if congress can’t reach a deal. They also reflect on the lessons learned during the 2011 US debt-ceiling crisis and offer clues to what may lie ahead.

  continue reading

19 episoder

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iconDel
 
Manage episode 354714764 series 3397823
Indhold leveret af Merganser Capital Management. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Merganser Capital Management eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

It has been an eventful start to 2023, and among many topics, the Debt Ceiling is once again in the spotlight. Hear from host Mike Cloutier, Merganser’s Chief Marketing Officer, as he interviews Andy Smock, Merganser’s Chief Investment Officer, to discuss one of the key risks facing fixed income investors in 2023 – the US Treasury Debt Limit. Together, they summarize the current state of affairs, use of extraordinary measures, supply concerns for investors, and potential consequences if congress can’t reach a deal. They also reflect on the lessons learned during the 2011 US debt-ceiling crisis and offer clues to what may lie ahead.

  continue reading

19 episoder

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