In this episode of the podcast, Andrew Sheets explores how the upcoming US election may impact credit markets. He notes that these markets favor stability and moderation to avoid risks linked to sudden policy changes. A key focus is on tariffs, which can swiftly disrupt sectors like retail and induce market volatility, even when the market is at record highs. This reflects investor anxiety rather than underlying issues. The conversation highlights the vital connection between political events and financial stability, illustrating the delicate balance within credit markets.
