The Weekly Fix

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.

The Weekly Fix is a business podcast hosted by Unknown Host, with 0 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts The Weekly Fix, a business show with 0 episodes published.

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  Episode #142

  Where did all the junk go?

  Aug 18, 20266 min

  Where did the riskiest borrowers in credit actually go? Anne Greenwood, Institutional Portfolio Manager on the BlueBay U.S. Fixed Income team, unpacks how credit risk is migrating—and why the high yield label no longer tells the whole story. The high yield market has grown higher in quality, yet risk hasn't disappeared—it's moved. Much of it has migrated into leveraged loans and private credit over the past decade. The AI and data center buildout is bringing stronger balance sheets and new backstops into parts of high yield. When the market beneath the index changes, the index alone is no longer enough.

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  Episode #141

  When a falling unemployment rate is bad news

  Aug 11, 20264 min

  What happens when the unemployment rate falls even as jobs disappear? Mindy Gudmundson, Institutional Portfolio Manager on RBC GAM’s BlueBay U.S. Fixed Income team, unpacks a week of mixed market signals and what they reveal about the labor market beneath the headlines. Job losses concentrated in consumer-facing sectors hint at a cooling labor market A falling unemployment rate reflects workers leaving the workforce, not underlying strength The Fed's new chair is letting data, not commentary, steer policy It's a week where the numbers told two very different stories, and the gap between them is where the real insight lives.

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  Episode #140

  When the bond market does the Fed's job

  Aug 4, 20264 min

  What happens when a divided Fed meets a bond market that's doing its own thing? Laurie Mount, Portfolio Manager with RBC BlueBay's US Fixed Income team, breaks down the latest Federal Open Market Committee decision and what it means for your cash strategy. A split committee with growing dissent among voting members The long end of the Treasury curve is telling a very different story Why staying liquid matters more than ever right now With conflicting signals from the Fed and geopolitical tensions adding pressure, staying nimble has become the defining move for cash investors today.

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  Episode #138

  The ABS market's record year has a catch

  Jul 21, 20265 min

  Record asset-backed securities (ABS) issuance. Spreads at year-to-date tights. But underneath, a bifurcated consumer is quietly narrowing the margin for error. Teri Savage, Senior Trader on RBC GAM's BlueBay U.S. Fixed Income team, breaks down what's driving the ABS market's record pace, and why security selection has never mattered more. ABS gross issuance is on pace for a record year, fueled by funding costs, diversification needs, consumer debt growth, and new sectors entering the market - yet spreads now sit at year-to-date tights across most subsectors. The consumer is holding up overall, but the picture is bifurcated: stress is concentrated in subprime borrowers, and while early-stage delinquencies remain below pre-pandemic levels, they're expected to rise gradually as higher rates increase pressure. With spreads historically stretched and the wiggle room for error narrowed, risks span geopolitical, technical, and fundamental factors — making credit tiering and active security selection increasingly critical for ABS investors.

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  Episode #137

  The credit upgrade nobody's pricing in

  Jul 14, 20264 min

  Tight spreads don't tell the whole story. The most compelling opportunities in US credit right now may be hiding in plain sight. Anne Greenwood, Institutional Portfolio Manager on RBC GAM's BlueBay U.S. Fixed Income team, breaks down why the U.S. high yield market's quiet quality transformation is creating real opportunity for active managers - just as the AI trade begins to test investor appetite. The AI tailwind in corporate bonds may be waning, and that changes the question investors need to be asking. BB-rated bonds now make up roughly half the US high yield index, up from a third pre-2010, while the riskiest borrowing has migrated to leveraged loans and private credit. High yield spreads at ~270bps look tight versus a 500bps+ historical average, but index-level data masks significant dispersion - and that's exactly where active managers can add value.

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