Markets Weekly podcast (21 September 2026): Can credit ignore higher rates?

21.9.2026

Barclays Private Bank Podcasts

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There has been a significant decoupling between credit and rates, with investment grade and high yield spreads remarkably resilient amid substantial volatility in government bond yields. In this week’s podcast, Aleksandar Devic, Fixed Income Strategist, joins co-hosts Julien Lafargue, Chief Market Strategist, and Judiyah Amirthanathar, Market Strategist, as they discuss the fiscal challenges in major economies, corporate credit fundamentals and the recent surge in AI-related issuance.

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Markets Weekly podcast (21 September 2026): Can credit ignore higher rates?
21.9.2026
There has been a significant decoupling between credit and rates, with investment grade and high yield spreads remarkably resilient amid substantial volatility in government bond yields. In this week’s podcast, Aleksandar Devic, Fixed Income Strategist, joins co-hosts Julien Lafargue, Chief Market Strategist, and Judiyah Amirthanathar, Market Strategist, as they discuss the fiscal challenges in major economies, corporate credit fundamentals and the recent surge in AI-related issuance.
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Markets Weekly podcast (7 September 2026): Are rising bond yields a warning sign?
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Higher debt, heavier bond issuance and fiscal uncertainty are changing the fixed income landscape. In this week’s podcast, Michel Vernier, Head of Fixed Income Strategy, joins co-hosts Julien Lafargue, Chief Market Strategist, and Judiyah Amirthanathar, Market Strategist, as they explore why long-end yields could remain volatile, why rates may stay higher for now, and where investors can still find value across credit.
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Markets Weekly podcast (21 September 2026): Can credit ignore higher rates?

Barclays Private Bank Podcasts

Flere episoder fra "Barclays Private Bank Podcasts"

Markets Weekly podcast (12 January 2026): Fixed income special

Markets Weekly podcast (5 October 2026): Where next for currencies?

Markets Weekly podcast (28 September 2026): How to spot the turn in the AI cycle

Markets Weekly podcast (21 September 2026): Can credit ignore higher rates?

Markets Weekly podcast (14 September 2026): What's changed in markets and what hasn't

Markets Weekly podcast (7 September 2026): Are rising bond yields a warning sign?

Markets Weekly podcast (17 August 2026): What’s next for the US Federal Reserve?

Markets Weekly podcast (10 August 2026): Q2 earnings special

Markets Weekly podcast (3 August 2026): Interest rate special

Markets Weekly podcast (27 July 2026): UK economy and politics special