{"podcast":{"title":"The Weekly Fix","slug":"the-weekly-fix-6462690","podcast_index_feed_id":6462690,"rss_url":"https://feeds.captivate.fm/the-weekly-fix/","website_url":"https://the-weekly-fix.captivate.fm","image_url":"https://artwork.captivate.fm/2cc9be39-2838-4e24-8c38-43ec69c81012/xyB3sn5L5JVwMnRmrjCN1KXo.jpg","author":"RBC Global Asset Management (U.S.) Inc.","episode_count":136,"summary":"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.","last_synced_at":"2026-07-08T02:17:17.447128+00:00","page_url":"https://stenobird.com/podcast/the-weekly-fix-6462690"},"episode":{"title":"Between conflict and compromise: finding value amid Middle East volatility","slug":"between-conflict-and-compromise-finding-value-amid-middle-east-volatility","published_at":"2026-04-07T17:00:00+00:00","page_url":"https://stenobird.com/podcast/the-weekly-fix-6462690/between-conflict-and-compromise-finding-value-amid-middle-east-volatility","show_page_url":"https://stenobird.com/podcast/the-weekly-fix-6462690","url":"https://the-weekly-fix.captivate.fm","audio_url":"https://episodes.captivate.fm/episode/e9efd012-f533-44c0-abf6-99873aef6924.mp3","summary":"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 Income on RBC GAM's BlueBay U.S. Fixed Income team, breaks down how geopolitical events are shaping bond strategies and why regional economic exposures differ significantly. Markets have recovered on hopes for diplomatic progress, though uncertainty around Iran negotiations remains given strategic considerations over key shipping routes. So far, U.S. economic exposure appears more limited due to energy independence, while Europe and Asia may face heightened recession risks from energy price pressures. Investment approach emphasizes high-quality U.S. bonds over riskier options, with selective credit criteria and protective strategies to manage current market conditions.","meta_description":"Quality over risk in volatile markets: Middle East tensions are influencing bond investors toward safer U.S. positions while energy prices create challeng…","key_points":[],"chapters":[],"topics":[],"duration_seconds":283,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-weekly-fix-6462690/episodes/between-conflict-and-compromise-finding-value-amid-middle-east-volatility/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-weekly-fix-6462690/between-conflict-and-compromise-finding-value-amid-middle-east-volatility.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}