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Global Rates, US Credit: Spreadbites Spreads, Politics, and the Consumer
Jul 23, 2024
Eric Beinstein, U.S. High Grade Credit Research, and Amy Sze, ABS Research, discuss credit market trends. Topics include global rates, US politics' impact, consumer credit performance, and future market trends.
14:48
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Quick takeaways
- Stable credit spreads amidst political events indicate a 'just enough world' for investors.
- Consumer credit outlook varies by segment, with caution in risk assessment for informed investment decisions.
Deep dives
Trends in Credit Markets and Election Impacts
Despite recent political events like the French and US elections, credit spreads have remained relatively stable within a narrow range. The term 'just enough world' characterizes the current credit market environment with sufficient yield to offset tight spreads, moderate growth, and expected rate cuts by central banks. The macroeconomic factors have stayed consistent, leading to an ongoing balancing act between yields and spreads.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode