The Know More Risk Better is back for Season 07! Join our host Winnie Cisar, Global Head of Strategy as she is joined by Logan Miller, European Head of Strategy, as they set the stage for the season ahead.
This episode covers recent market dynamics and year-end expectations, focusing on US & European investment-grade (IG) and high-yield (HY) markets. Key topics include robust primary market activities, consumer trends, economic outlooks, US job reports' impact on credit spreads, and anticipated central bank easing cycles. They also examine the potential market implications of the upcoming US elections and the revival of the debt ceiling debate.