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3min chapter
Global Rates, US Credit: Spreadbites Spreads, Politics, and the Consumer
At Any Rate
Intro
The chapter explores the effects of French, US, and British elections on credit markets, emphasizing the surprising stability in spreads amidst political uncertainties. The concept of a 'just enough world' is introduced to explain the delicate balance of yield, growth, and rate cuts influencing the current credit market environment.
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Listen to the best highlights from the podcasts you love and dive into the full episode