{"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":"Stocks up, bonds down, and the Fed's not moving","slug":"stocks-up-bonds-down-and-the-fed-s-not-moving","published_at":"2026-05-19T20:45:00+00:00","page_url":"https://stenobird.com/podcast/the-weekly-fix-6462690/stocks-up-bonds-down-and-the-fed-s-not-moving","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/f7c415c8-dfbd-46e4-8692-30af3ab5b11d.mp3","summary":"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 BlueBay U.S. Fixed Income, explores how geopolitical fatigue is reshaping market dynamics, the widening Fed-ECB policy split, and why high yield continues to outperform amid bond market turbulence. Geopolitical standoff in the Middle East is wearing thin on markets, driving aggressive bond selloffs as inflation fears mount despite underlying US economic resilience. The Fed-ECB monetary policy divide is widening, with Europe likely facing inevitable rate hikes while the Fed maintains a cautious hold stance and watches incoming data. High yield stands as the year's clear fixed income winner, supported by strong corporate earnings, elevated yields providing carry cushion, and AI-driven market momentum.","meta_description":"Prolonged Middle East tensions drive aggressive bond selloffs across global markets, but strong corporate earnings and elevated yields keep high yield res…","key_points":[],"chapters":[],"topics":[],"duration_seconds":289,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-weekly-fix-6462690/episodes/stocks-up-bonds-down-and-the-fed-s-not-moving/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/stocks-up-bonds-down-and-the-fed-s-not-moving.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}