Jeremy Cunningham

Jeremy Cunningham, an investment director at Capital Group with deep expertise in fixed income markets, dives into the dynamics of European sovereign debt. He discusses the recent stabilization of inflation and the European Central Bank's neutral rates. The intriguing BTP–OAT repricing highlights fiscal improvements in Italy against French risks. Cunningham also examines how EU's expansion as a AAA issuer is reshaping credit structures and the implications of creating a euro safe asset, predicting a future of tighter sovereign spreads.