Credit

Magic Markets #225: US Downgrade and JPMorgan Views

2025-05-22T13:47:22+02:00

The US credit downgrade by Moody's wasn't a huge surprise, as they are just playing catch-up to what other ratings agencies already did. The complacency in the market in response to the downgrade is recently, as it sparks an opportunity to talk about the dollar as the world's reserve currency. In the same week, a JPMorgan investor day provided an excellent opportunity to dig into the wisdom of not just Jamie Dimon, but CFO Jeremy Barnum as well. Aside from some insights into JPMorgan's view on the economic outlook, Barnum delivered an absolute masterclass in capital allocation.

Magic Markets #225: US Downgrade and JPMorgan Views2025-05-22T13:47:22+02:00

Magic Markets Ep3: Touch my junk (bonds)

2021-09-07T13:32:04+02:00

In the third episode of Magic Markets, we ask you to touch our junk. Well, our junk bonds. To be more precise, we unpack the role of ratings agencies and why investors use them to rate government and corporate bonds. Join The Finance Ghost and Mohammed Nalla of Moe-Knows.com as we answer these questions: What do ratings agencies do? Why do investors rely on them? What is a downgrade? What is junk status? Are there still investors for junk bonds? What can South Africa do to elevate ourselves out of junk status? This episode is sponsored by Gray Capital, an independent [...]

Magic Markets Ep3: Touch my junk (bonds)2021-09-07T13:32:04+02:00
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