The Weekly Fix
By RBC Global Asset Management (U.S.) Inc.
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Episodes: 130
Description
Today’s markets move fast. To keep you up to speed each week, Andrzej Skiba, CFA, Head of BlueBay U.S. Fixed Income at RBC Global Asset Management, and members of his investment team will deliver forward looking market commentary and insights into what’s driving fixed income markets over the coming week.
| Episode | Date |
|---|---|
|
AI concentration risk: don’t get over hype-scaled
|
May 12, 2026 |
|
Unprecedented Fed discord signals uncertain road ahead
|
May 05, 2026 |
|
Income without illusion: navigating late-cycle credit markets
|
Apr 28, 2026 |
|
Patience required: navigating US fixed income's inflation peak
|
Apr 21, 2026 |
|
Quality carry over market timing
|
Apr 14, 2026 |
|
Between conflict and compromise: finding value amid Middle East volatility
|
Apr 07, 2026 |
|
EA's record-breaking buyout rewrites LBO playbook
|
Mar 31, 2026 |
|
Three paths back to rate cuts
|
Mar 24, 2026 |
|
Why private credit's software problem is high yield's opportunity
|
Mar 17, 2026 |
|
One person’s volatility is another’s opportunity
|
Mar 10, 2026 |
|
Underlying strength shields credit markets from geopolitical shocks
|
Mar 03, 2026 |
|
Markets navigate AI spending boom while inflation holds below target
|
Feb 18, 2026 |
|
New hawks on the FOMC, but old uncertainties remain
|
Feb 03, 2026 |
|
Steeper curves, tighter spreads: a credit market inflection
|
Jan 27, 2026 |
|
Decoding U.S. Banks' Robust Q4 Performance and 2026 Outlook
|
Jan 20, 2026 |
|
Tight spreads, tighter credit: the year ahead
|
Jan 13, 2026 |
|
High returns, heavy supply: walking 2026’s fixed income tightrope
|
Jan 06, 2026 |
|
Cash tsunami: $8T in money markets as investors play the waiting game
|
Dec 16, 2025 |
|
2026 vision: rate cuts, tight spreads, and AI’s growing pains
|
Dec 09, 2025 |
|
Data drought: navigating the economic fog
|
Dec 02, 2025 |
|
High yield bonds: Generating income, navigating volatility
|
Nov 18, 2025 |
|
Tech bros vs finance bros: big tech’s mega bond issuance
|
Nov 11, 2025 |
|
Powell's caution: a foggy road ahead for interest rates
|
Nov 04, 2025 |
|
Systemic risks versus idiosyncratic events
|
Oct 28, 2025 |
|
Bank resilience amid market jitters
|
Oct 21, 2025 |
|
US High Yield: attractive yields, selective opportunities
|
Oct 14, 2025 |
|
Adapting to market dynamics in fixed income strategies
|
Oct 07, 2025 |
|
Economic pulse: GDP growth, labor market stability, and government turbulence
|
Sep 30, 2025 |
|
Diverging views on monetary policy: a closer look at the Fed's path forward
|
Sep 23, 2025 |
|
The intersection of Fed policy and housing affordability
|
Sep 16, 2025 |
|
The Fix Is In. Fixed over floating now that rate cuts are all but certain
|
Sep 09, 2025 |
|
Back to school, back to supply: corporate credit spreads at historic lows, what’s next?
|
Sep 02, 2025 |
|
Strategic insights: Fed signals, credit markets, and market implications
|
Aug 26, 2025 |
|
Fed policy in focus: inflation trends, rate cuts, and market expectations
|
Aug 19, 2025 |
|
Inflation insights and fed policy outlook
|
Aug 13, 2025 |
|
Markets shift as jobs data and Fed outlook signal economic uncertainty
|
Aug 05, 2025 |
|
Why credit investors are hedging – even as bonds rally
|
Jul 29, 2025 |
|
US monetary policy outlook: Rate cuts, market dynamics, and credit opportunities
|
Jul 22, 2025 |
|
Market dynamics and macro themes
|
Jul 15, 2025 |
|
Our strategy amid evolving risks and opportunities
|
Jul 08, 2025 |
|
Mid-year reflections: don’t fight the U.S. consumer
|
Jul 01, 2025 |
|
Supply and demand dynamics supporting markets
|
Jun 25, 2025 |
|
“Debt ceiling” economics
|
Jun 17, 2025 |
|
Why income still wins: Strong demand for IG credit in a tight spread world
|
Jun 10, 2025 |
|
Navigating today’s U.S. housing market
|
Jun 03, 2025 |
|
Memorial Day reflections
|
May 27, 2025 |
|
Markets get bearish on the US
|
May 20, 2025 |
|
A 90-day pause
|
May 13, 2025 |
|
Treasury basis – A risky trade hiding in the Treasury market
|
May 06, 2025 |
|
Markets settle in to a new “normal”
|
Apr 29, 2025 |
|
Mixed economic signals
|
Apr 22, 2025 |
|
Investors search for a way forward
|
Apr 15, 2025 |
|
Rethinking global trade
|
Apr 08, 2025 |
|
On the edge of the tariff precipice
|
Apr 01, 2025 |
|
If the consumer is anxious, where does that leave the economy?
|
Mar 25, 2025 |
|
Asset-Backed Securities: Resilience in uncertain times
|
Mar 18, 2025 |
|
Shifting dynamics between Europe and the US
|
Mar 11, 2025 |
|
Market results so far in 2025
|
Mar 04, 2025 |
|
Investors dealing with the disruption
|
Feb 25, 2025 |
|
Fund flows picking up steam in 2025
|
Feb 11, 2025 |
|
Déjà vu – Government Sponsored Enterprise reform in a second Trump administration
|
Feb 04, 2025 |
|
Looking for policy clarity
|
Jan 28, 2025 |
|
Bond markets aren’t waiting for the details of the Trump’s economic agenda
|
Jan 14, 2025 |
|
Our view on the market set-up for 2025
|
Jan 07, 2025 |
|
A volatile 2024 leads us to ponder where the dust will settle in 2025
|
Dec 17, 2024 |
|
The news tells a story of volatility, but markets are non-plussed
|
Dec 10, 2024 |
|
Markets react to Trump’s tweets, comments and assertions
|
Dec 03, 2024 |
|
Reassessing the “risk-on” rally
|
Nov 19, 2024 |
|
Understanding the impact of Trump’s agenda
|
Nov 13, 2024 |
|
Understanding important signals in the mixed economic data
|
Nov 05, 2024 |
|
What’s an investor to do when the race remains within a margin of error?
|
Oct 29, 2024 |
|
The election has markets bracing for an important fulcrum
|
Oct 22, 2024 |
|
Don’t abandon your floaters quite yet
|
Oct 15, 2024 |
|
Proposed trade policies have bond investors worried
|
Oct 08, 2024 |
|
The shifting narrative
|
Oct 01, 2024 |
|
What the Fed’s action means for today and tomorrow
|
Sep 26, 2024 |
|
The calendar has been full of new issuance
|
Sep 17, 2024 |
|
The path of rates is clearly lower
|
Sep 10, 2024 |
|
The time has come
|
Aug 27, 2024 |
|
Good reasons why the high yield market is so tight
|
Aug 20, 2024 |
|
What a difference a week makes
|
Aug 13, 2024 |
|
Take a deep breath and chill out
|
Aug 06, 2024 |
|
Reading the tea leaves concerning the Fed
|
Jul 30, 2024 |
|
Positioning ourselves for where we are going, not where we’ve been
|
Jul 23, 2024 |
|
Senseless attack caps an eventful week
|
Jul 16, 2024 |
|
Where are we now versus where we expected to be
|
Jul 02, 2024 |
|
Strong demand and limited new supply help boost the leveraged loan market
|
Jun 25, 2024 |
|
Renewed downtrend in inflation may open the door to future rate cuts
|
Jun 18, 2024 |
|
Volatile sentiment is the predominant theme
|
Jun 11, 2024 |
|
Reviewing the “haves” and the “have-nots”
|
Jun 04, 2024 |
|
Soothing news for the market
|
May 20, 2024 |
|
All eyes on CPI
|
May 14, 2024 |
|
Economic data whipsaws markets
|
May 07, 2024 |
|
Stand ready to adjust to incoming data
|
Apr 30, 2024 |
|
The darling of the market, for now
|
Apr 23, 2024 |
|
Inflation stalks the markets
|
Apr 16, 2024 |
|
Have the prospects for strong fixed income returns this year been diminished?
|
Apr 09, 2024 |
|
The path to positive Alpha
|
Apr 02, 2024 |
|
While the market waits for rate cuts, the data tells a conflicting story
|
Mar 26, 2024 |
|
Fixed income is exciting again
|
Mar 19, 2024 |
|
Data is noisy and the ride may be bumpy
|
Mar 12, 2024 |
|
The power of interest income
|
Mar 05, 2024 |
|
Too much strength for early easing?
|
Feb 27, 2024 |
|
Issues with Commercial Real Estate aren’t going away
|
Feb 13, 2024 |
|
Investors adjust to a changing reality
|
Feb 06, 2024 |
|
All eyes on the fed.
|
Jan 30, 2024 |
|
The powerful combination supporting the Bond Market.
|
Jan 23, 2024 |
|
Our updated thoughts on the Market
|
Jan 09, 2024 |
|
2023 in review
|
Dec 19, 2023 |
|
Looking at a stacked week
|
Dec 12, 2023 |
|
Investor Demand Remains Robust for High Quality Corporate Debt
|
Dec 05, 2023 |
|
All is Quiet on the High Yield Front
|
Nov 28, 2023 |
|
Last week's data went against consensus
|
Nov 21, 2023 |
|
Duration will become your friend again
|
Nov 14, 2023 |
|
The tables have turned
|
Nov 07, 2023 |
|
Behind the scenes of the syndicated leveraged loan market
|
Oct 31, 2023 |
|
Reviewing a creative complement to cash
|
Oct 24, 2023 |
|
Fundamental strength in the financial sector
|
Oct 18, 2023 |
|
Treasury yields retreat
|
Oct 11, 2023 |
|
We’re not chasing unicorns
|
Sep 26, 2023 |
|
Market reaction to important dynamics
|
Sep 19, 2023 |
|
Clients view on the health of the market
|
Sep 12, 2023 |
|
Contradictory data have investors in a wait and see mood
|
Aug 29, 2023 |
|
Breaking down Jackson Hole
|
Aug 22, 2023 |
|
US Treasury yields hit new highs as investors doubt the Fed is done
|
Aug 15, 2023 |
|
Market thaw leads to opportunities
|
Aug 08, 2023 |
|
It may sound like a broken record, but it’s working
|
Aug 01, 2023 |
|
The critical importance of pricing power
|
Jul 25, 2023 |
|
A considerable cool-down in inflation
|
Jul 18, 2023 |
|
Data has been mixed, but likely not bad enough to hold off higher rates
|
Jul 11, 2023 |