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AP
Amy Xie Patrick
Pendal Group (head of income strategies)
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
contrarian on BOJ hiking further; no internal inflationary forces compel hikes
“the window the ripe window has has long since passed”
market has not found the right risk premium for tech debt
“the spreads on this tech space needs to widen to a point of almost ridiculousness for there to be you know buyers”
from SpaceX bond performance, on ratings vs market pricing
“credit markets in the U.S. are expecting a completely different credit quality of these kinds of bonds compared to where they're currently rated”
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