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3 Point Perspective: The Illustration Podcast 3 Point Perspective: The Illustration Podcast SVSlearn.com Lead Time Lead Time Unite Leadership Collective The Daily Mastery Podcast by Robin Sharma The Daily Mastery Podcast by Robin Sharma Robin Sharma The GaryVee Audio Experience The GaryVee Audio Experience Gary Vaynerchuk Daily Creative with Todd Henry Daily Creative with Todd Henry Todd Henry The Dark Money Files The Dark Money Files Graham Barrow and Ray Blake Calm Your Daily Stress - Stress Relief for the Busy Midlife Woman Calm Your Daily Stress - Stress Relief for the Busy Midlife Woman Denise Eckert, Creator of the Relax Now Mobile App - Anxiety and Stress Relief Data Career Podcast: Helping You Land a Data Analyst Job FAST Data Career Podcast: Helping You Land a Data Analyst Job FAST Avery Smith - Data Career Coach Naavik Gaming Podcast Naavik Gaming Podcast Naavik Kvartalet Kvartalet Fråga Lou AB Corporate Strategy Corporate Strategy The Corporate Strategy Group The OrganizedPreneur Podcast | Podcast Systems, AI & Growth Strategies The OrganizedPreneur Podcast | Podcast Systems, AI & Growth Strategies Aldreama Harper | Productivity & Efficiency Architect The Think Factory Podcast The Think Factory Podcast The Think Factory The Weekly Fix The Weekly Fix RBC Global Asset Management (U.S.) Inc. The Doing Business in Bentonville Podcast The Doing Business in Bentonville Podcast Doing Business in Bentonville Uploaded and Unfiltered: Real Talk on Healing, Creativity, and Mindset for Black Creators Uploaded and Unfiltered: Real Talk on Healing, Creativity, and Mindset for Black Creators Jermaine Pulliam Mostly Technical Mostly Technical Ian Landsman and Aaron Francis Let's Talk Quality Let's Talk Quality Hemish Ilangaratne More Than A Broker | Spot More Than A Broker | Spot Spot, Inc. Amazing Teams Podcast Amazing Teams Podcast Doug Dosberg and Una Japundza KGCI: Real Estate on Air KGCI: Real Estate on Air KGCI: Real Estate on Air The Hotel Investor Playbook The Hotel Investor Playbook Michael Russell Unstoppable Success Podcast Unstoppable Success Podcast Jaclyn Strominger Faithly Podcast Faithly Podcast Faithly.co Real Talk from AI in Eye Care Real Talk from AI in Eye Care Jobson Optical Group Unwritten with Steph Unwritten with Steph Stephanie Shanks Trivera's AI Deep Dive for Digital Marketers Trivera's AI Deep Dive for Digital Marketers Trivera Interactive Home Care Strategy Lab Home Care Strategy Lab Miriam Allred The HR Life Podcast The HR Life Podcast Tony Benjamin Bitcoin Liberty Live Bitcoin Liberty Live Fritz Practice Marketing Insider Practice Marketing Insider Kristie Plantinga What the AI?! What the AI?! Upstart Trailblazers by Erica Wenger Trailblazers by Erica Wenger Park Rangers Capital A Better Way To Farm Podcast A Better Way To Farm Podcast Rod Livesay Thinking Crypto News & Interviews Thinking Crypto News & Interviews Tony Edward The Next-Level Income Show The Next-Level Income Show Chris Larsen
The Weekly Fix

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The Weekly Fix

RBC Global Asset Management (U.S.) Inc.

Rates may have peaked. AI's credit boom is just getting started.

July 07, 2026 7:00am 4 min

Fed hikes may be overpriced, but yields stay supported by AI-driven growth. IG carry remains strong as record supply tests spreads.The Treasury curve is expected to steepen in the second half of 2026: front-end yields ma...

The rate cut era is over

June 23, 2026 9:00am 4 min

The Federal Reserve's pivot under new leadership is reshaping the fixed income landscape, and investors need to be ready.Laurie Mount, Portfolio Manager on RBC GAM's BlueBay U.S. Fixed Income team, breaks down what chang...

The AI job shock nobody’s talking about

June 16, 2026 2:45pm 3 min

The Fed's dual mandate faces unique challenges as artificial intelligence (AI) adoption creates new uncertainty around employment and rate trajectory.Tim Leary, Senior Portfolio Manager on RBC GAM's BlueBay U.S. Fixed In...

When AI becomes an infrastructure debt story

June 09, 2026 9:15am 4 min

Capital formation replaces innovation as AI's next frontier: a new $85B raise and $1.5 trillion financing gap signal that hyperscaler balance sheets alone cannot fund the infrastructure buildout, forcing debt into utilit...

The mortgage market’s quiet revolution

June 02, 2026 2:30pm 5 min

Built for this moment: Mortgage-backed securities are earning their place in fixed-income portfolios amidst an uncertain rate environment.Teri Savage, Senior Trader on RBC GAM's BlueBay U.S. Fixed Income team, unpacks ho...

Stocks up, bonds down, and the Fed's not moving

May 19, 2026 3:45pm 4 min

Prolonged Middle East tensions drive aggressive bond selloffs across global markets, but strong corporate earnings and elevated yields keep high yield resilient amid broader fixed income volatility.Andrzej Skiba, Head of...

AI concentration risk: don’t get over hype-scaled

May 12, 2026 9:30am 4 min

The rapid AI infrastructure buildout draws capital from bonds, banks, and utilities – creating potential for concentration risk exposure.Neil Sun, Portfolio Manager on RBC GAM's BlueBay U.S. Fixed Income team, breaks dow...

Unprecedented Fed discord signals uncertain road ahead

May 05, 2026 10:00am 3 min

Historic Fed discord meets Middle East uncertainty: The most dissenting votes since 1992 expose deep divisions as geopolitical risks and energy prices complicate the path forward for U.S. monetary policy.Laurie Mount, Po...

Income without illusion: navigating late-cycle credit markets

April 28, 2026 8:45am 4 min

A fragile equilibrium in fixed income: high yields persist despite tight conditions, creating potential opportunities for disciplined credit selection.Anne Greenwood, Institutional Portfolio Manager on RBC GAM's BlueBay ...

Patience required: navigating US fixed income's inflation peak

April 21, 2026 11:30am 4 min

Current energy shocks collide with restrictive monetary policy, creating a different challenge for fixed income investors than 2022. Mindy Gudmundson, Institutional Portfolio Manager on RBC GAM's BlueBay U.S. Fixed Incom...

Quality carry over market timing

April 14, 2026 2:45pm 3 min

Markets bounced back, but some investors still aren't buying it. Despite the recovery in equities, positioning remains cautious as high yield fundamentals hold firm.Tim Leary, Senior Portfolio Manager on RBC GAM's BlueBa...

Between conflict and compromise: finding value amid Middle East volatility

April 07, 2026 12:00pm 4 min

Quality over risk in volatile markets: Middle East tensions are influencing bond investors toward safer U.S. positions while energy prices create challenges across global economies.Andrzej Skiba, Head of U.S. Fixed Incom...

EA's record-breaking buyout rewrites LBO playbook

March 31, 2026 10:15am 4 min

A new $55B deal rewrites the leveraged buyout playbook with equity-heavy financing.Jeff Jablons, Senior High Yield Analyst covering telecom, cable, satellite, and technology sectors on RBC GAM's BlueBay U.S. Fixed Income...

Three paths back to rate cuts

March 24, 2026 8:15am 4 min

Cut expectations evaporate: Federal Reserve easing bets collapsed after March meeting as geopolitical risks and inflation concerns pushed rate hike probabilities above cut scenarios for the first time since last month's ...

Why private credit's software problem is high yield's opportunity

March 17, 2026 1:15pm 4 min

Private credit's software problem creates a potential opportunity for high yield as exposure gaps reveal structural vulnerabilities in direct lending portfolios.Anne Greenwood, Institutional Portfolio Manager on RBC GAM'...

One person’s volatility is another’s opportunity

March 10, 2026 8:30am 4 min

Corporate credit faces volatility as private credit stress rises, AI divides borrowers, and IG primary strength masks widening dispersion.Neil Sun, Portfolio Manager on RBC GAM's BlueBay U.S. Fixed Income team, examines ...

Underlying strength shields credit markets from geopolitical shocks

March 03, 2026 2:45pm 4 min

Positioning pays off: Conservative allocations and incoming cash flows shield high yield investors from geopolitical volatility that rattled broader markets.Peter Keenan, Senior Credit Trader on RBC GAM's BlueBay U.S. Fi...

Markets navigate AI spending boom while inflation holds below target

February 17, 2026 10:00pm 3 min

RBC’s BlueBay Fixed Income team discusses how US markets have shown resilience with contained inflation, though heavy tech sector debt issuance from AI investment creates credit market pressure while raising questions ab...

New hawks on the FOMC, but old uncertainties remain

February 03, 2026 12:30pm 4 min

Trump nominates Warsh for Fed chair as new governors potentially reshape this year’s rate outlook.Laurie Mount, Portfolio Manager on RBC GAM's BlueBay U.S. Fixed Income team, breaks down how FOMC leadership changes and p...

Steeper curves, tighter spreads: a credit market inflection

January 27, 2026 12:45pm 3 min

Will tighter spreads hold as supply floods the market?Anne Greenwood, Institutional Portfolio Manager on RBC GAM's BlueBay U.S. Fixed Income team, discusses the Fed's steady approach and how heavy corporate issuance is s...

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