

Corporate default rate will ease in 2024 while remaining near its long-term average
Mar 13, 2024
Exploring corporate default trends and distress exchanges in 2023, with a focus on regional shifts in North and Latin America. Predictions for a decline in default rate to 3.6% by 2024, influenced by rate cuts, private lending, and potential risks like inflation and energy shocks
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Analysis of Corporate Default Trends and Distress Exchanges
02:28 • 2min
Regional Default Trends and Consumer Sector Analysis Leading into 2024
04:24 • 2min
Predicted Normalization of Default Rates and Potential Risks
06:44 • 7min
Comparison of Loan and Bond Defaults Dynamics
14:08 • 3min