BlackRock's Thiel Says U.S. Credit Performance Is 'Outstanding'

The video discusses the current state of the US market, highlighting the strong performance of US credit and the positive environment for fixed income investments. It explores the risks associated with this growth and the potential future scenarios. The video also analyzes the impressive investment returns in the USIG and Treasury spaces, and the role of central banks in maintaining economic stability. Finally, it examines how economic growth and monetary policy could influence market dynamics.

In what way could a change in the underlying base rates affect the IG market?

What is the current outlook for the IG market based on economic indicators?