default cycle
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Apr 30, 2020 by Tim McCusker · across every show →
Everything said about default cycle, oldest first
Apr 30, 2020 bullish
McCusker: Credit yields are attractive enough to compensate for upcoming defaults
“And that's true for credit as well, where sure, again, just like equities, there could be another leg down, but the yield is pretty attractive and should compensate you fairly well for the default cycle that we're likely to go through.”