18min chapter

The Memo by Howard Marks cover image

The Insight: Conversations – European Credit at a Turning Point

The Memo by Howard Marks

CHAPTER

Analysis of Macro Themes in European and US Markets

This chapter discusses the fundamental work and conversations that have informed the speakers' insights about macro themes in both European and US markets, including concerns about recessions, impact of rising interest rates, and potential defaults in debt-heavy capital structures.

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