Daniel Lamy, Head of European Credit Strategy Research at J.P. Morgan, dishes on the evolving landscape of credit markets. He reveals positive shifts in private credit concerns and discusses investor sentiment in Europe as we approach 2025. Lamy analyses trends in capital markets, noting a decline in leveraged loan refinancing. The podcast further explores the connection between sovereign credit stability in France and corporate bonds, while also comparing the challenges facing bonds versus loans amid economic shifts. Tune in for insightful predictions as the market evolves!