Bond Havens, Oracle Reassures, and Risk Reprice
About this episode
This episode discusses the shift in bond havens, Oracle's earnings report, and the current state of risk repricing.
This week, our 3 Things are: 1. Bond havens. The flight to quality has shifted. 2. Oracle reassures. An AI lightning rod reports earnings and outlook. 3. Risk reprice. Where is it happening?
Topics covered
- bond havens
- Oracle earnings
- AI
- risk repricing
- flight to quality
Keywords
- bond havens
- Oracle
- AI
- earnings report
- risk repricing
- flight to quality
Mentioned in this episode
Organizations: Oracle
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