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361: The art of the deal? US credit in 2025
At the beginning of the year, a narrative of US exceptionalism was the consensus among many market participants.
However, significant policy uncertainty emanating from the Trump administration has driven a significant rotation away from US risk assets and sent shockwaves around the global economy.
What can investors conclude from the turbulence of the first quarter of 2025 - and what does this all mean for American fixed income? This week, we're doing a deep dive to answer these questions and more.
This episode is hosted by Andrew Lowry in London; he is joined by Jason Shoup, CIO and Co-Head…
The skinny
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