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Watching credit spreads with Nick and Jessica, "Bessent Fever," the ponzi sleeve

The Compound and Friends

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Investor Confidence and Corporate Bond Spreads

This chapter explores the rising investor confidence in the US economy following recent elections, highlighting the optimism reflected in corporate bond spreads. It notes that both investment-grade and high-yield bonds are at historic low rates, indicating strong expectations for corporate profits and a positive economic outlook.

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