The inflation vs. recession debate is crucial to the 2024 outlook and the path of central bank rate cuts critical for all markets, including credit. The key question is whether a huge rates rally will be boosting credit or if it needs saving from alternative sources like private credit, which has been booming. In this episode of the Credit Crunch podcast, host Mahesh Bhimalingam, chief European credit strategist at Bloomberg Intelligence and Fabian Chrobog, Founding Partner and Chief Investment Officer at North Wall Capital Ltd, discuss all aspects of 2024 Outlook including central bank actions, credit conditions, yield curves, rating moves and defaults.
There's a special focus on private credit including premiums demanded over public markets, investor and issuer incentives, securitisation and the outlook for 2024 volume.
This episode was produced and edited by Victoria Garcia Loustau.
