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Investment Tips

Economic Briefing: CreditSights’ Erin Lyons on bond markets and political uncertainty

The co-president of CreditSights says investors should expect resilience in investment grade bonds despite the political noise in the US.

October 8, 2024

By Metrobank

Erin Lyons, Co-President of CreditSights, a global credits research firm, shares her insights on bond market resilience and political uncertainty in the US. CreditSights is Metrobank’s credits research partner.

00:00 Introduction

01:17 2024 Recap

04:08 Themes for 2025

07:37 US Election Scenarios

13:02 Treasury Issuance and Deficits

13:52 2024 Forecast and Preliminary 2025

18:34 Suggestions to Investors

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