Navigating Credit Markets Amid Recession Risks

This chapter explores the evolving landscape of credit markets, focusing on the widening of spreads in relation to a resilient S&P 500. It examines the impacts of policy uncertainty, macroeconomic factors, and the repricing of risk premiums, all amid concerns over potential economic downturns. Additionally, the discussion highlights the contrasting performances of European and US credit markets and the implications for investors navigating these complex dynamics.