Summary

In our latest edition Peter and Jonathan discuss the likely impact on the bond market of tighter credit conditions and the potential failure of Congress and the Biden administration to agree to an increase in the Federal debt ceiling in the United States. Are these issues in the price already?

00:32 - Welcome back

01:19 - Credit conditions

05:53 - Bond yields and recession

08:24 - Commercial real estate

14:52 -The Federal debt ceiling

22:05 - Close

About Your Hosts

Jonathan Davis started his career as a financial journalist on UK national newspapers, including The Times and The Economist, before qualifying as a professional investor and moving into a new portfolio career as an author, columnist (for The Independent and Financial Times ...