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The Weekly Fix: Daily Summaries Delivered
by RBC Global Asset Management (U.S.) Inc.
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.
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The most recent episodes — sign up to get AI-powered summaries of each one.
- 5 days ago4 min
Inflation corners the Fed
Stubborn inflation has the Fed cornered while AI's biggest leaders call to slow down, two forces reshaping the outlook investors face right now.August inflation ran hot, pushing the market to price a roughly 90% chance of a September rate hike.The Trump administration's push for rate cuts leaves Fed Chair Warsh caught between stubborn inflation and political pressure to ease policy.Leaders of the three largest AI companies jointly called to slow development, warning AI is advancing faster than humans can monitor or control it.
- 2 weeks ago3 min
The Fed's no-win moment
What happens when the Fed runs out of good options?That's the question hanging over markets after a hawkish Jackson Hole. This week, Tim Leary, Senior Portfolio Manager on the BlueBay U.S. Fixed Income team, unpacks what Chair Warsh's stance means for rates and risk.AI adoption and capex spend remain key drivers of US growthHigher-for-longer rates shape the market backdropTim explores the credit landscape heading into SeptemberFrom US-Canada trade tensions to escalating geopolitical risk, Tim walks through the forces that defined the week and what they mean for credit.
- 3 weeks ago5 min
The Treasury's yield problem it can't buy its way out of
Can the Treasury buy its way out of a yield problem?Andrzej Skiba, Head of U.S. Fixed Income on the BlueBay U.S. Fixed Income team, breaks down what's really driving long Treasury yields—and why short-term fixes fall short.Treasury buybacks briefly eased long yields before markets grew skepticalThe credible solution is deficit reduction, but political appetite for spending cuts looks limited Treasury and Fed policy are pulling in opposite directions, putting the Fed in a tricky spotWith Labor Day approaching, investors are sifting through incoming economic data and policy statements for direction.
- Aug 18, 20265 min
Where did all the junk go?
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.
- Aug 11, 20263 min
When a falling unemployment rate is bad news
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 marketA falling unemployment rate reflects workers leaving the workforce, not underlying strengthThe Fed's new chair is letting data, not commentary, steer policyIt's a week where the numbers told two very different stories, and the gap between them is where the real insight lives.
- Aug 4, 20264 min
When the bond market does the Fed's job
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 membersThe long end of the Treasury curve is telling a very different storyWhy staying liquid matters more than ever right nowWith conflicting signals from the Fed and geopolitical tensions adding pressure, staying nimble has become the defining move for cash investors today.
- Jul 28, 20265 min
The AI build quietly rewriting credit markets
What happens when the race to build AI infrastructure meets the realities of credit markets?Andrzej Skiba, Head of BlueBay U.S. Fixed Income at RBC GAM, breaks it down in this week's episode.The AI buildout is reshaping how credit markets work.Debt issuance is climbing as companies finance the expansion.In-depth credit underwriting is what separates the strongest opportunities from the rest.When capital needs surge and equity issuance doesn't keep pace, debt markets carry the load-and that's exactly what's playing out right now. It's a moment that rewards careful, selective thinking.
- Jul 21, 20264 min
The ABS market's record year has a catch
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.
About 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.
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