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Interpreting the COVID “Shock” and Policy “Awe”

This pandemic has raised expectations for a U.S. recession. Fortunately, Congress and the Federal Reserve stepped up quickly to provide funds and lending facilities to stabilize the economy and the markets. How does it all square and what’s the outlook?

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Fed and trade deals reset market expectations

Thanks to a Phase One trade deal with China, most economic pundits are still expecting modest but solid growth for 2020. But what does all this mean for monetary policy, and how might it impact corporate credit markets? Portfolio Manager Richard Consul from INCORE Capital Management shares his insights on AssetTV.

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