A discussion of the outlook for the fed, interest rates and opportunities in the US credit markets. Watch replay here. You are unauthorized to view this page. Username or E-mail Password Remember Me Forgot...
Before discussing today’s topic, I want to clarify a couple things on my “got junk?” trade recommendation for 2023. First of all, I want to reiterate that I do not see a compelling case for spoos to move out of the range we have been in since last June. That was my...
I’m not sure how it happened, but in what feels like the blink of an eye, I am beginning my 14th year of writing on the global macroeconomic outlook here at Jefferies. Over these years, clients from all walks of financial market life have universally come around...
