Episode
Markets Mindset: Q2 2025 Debt Capital Markets: Recalibrating the Market
- Podcast
- Beyond The Obvious
- Published
- Apr 29, 2025
- Duration seconds
- 787
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/e81d3ca4
Actions
POST https://stenobird.com/v1/public/podcasts/beyond-the-obvious-6984827/episodes/markets-mindset-q2-2025-debt-capital-markets-recalibrating-the-market/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/beyond-the-obvious-6984827/markets-mindset-q2-2025-debt-capital-markets-recalibrating-the-market.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
In the wake of the April 2nd tariff announcements, the last few weeks have seen market fluctuations impacting Debt Capital Markets, from widening spreads to the U.S. dollar hitting a three-year low. While market conditions continue to shift rapidly, several themes remain true and present timely opportunities for both issuers and investors. Our latest episode of Markets Mindset features Mizuho's Head of Syndicate and IG Capital Markets, Victor Forte, joined by Head of IG Debt Capital Markets, Moshe Tomkiewicz, and Head of U.S. Debt Syndicate, Colby Griffith. This segment was recorded on April 21st and the commentary reflects the market conditions at that time. They discuss the impact of the tariff announcements on the current state of liquidity and the credit curve and provide recommendations on how issuers should act in both the short and long term. Hear from our experts as they examine the fallout from recent macro volatility and give their outlook on how Debt Capital Markets will recalibrate over the next quarter.