Apollo's Singh Feels the Default Cycle Will Pick Up

The video discusses the potential for market 'fireworks' due to central bank actions, focusing on the Fed, ECB, and BOJ. It explores the impact of yield curves on equity markets and the effects of the tightening cycle on financial conditions. The discussion includes high yield spreads, credit market conditions, and the expected default cycle, particularly in stressed sectors like commercial property. The video concludes with an analysis of future financing conditions and economic growth, considering recent banking events and inflation.

What do you think the future holds for the default cycle in the current economic climate?

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What challenges do you foresee for companies in the current financing conditions?

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How might the events surrounding SVB and FRC impact the lending capabilities of smaller banks?

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