Raphael Thuin
Head of Capital Markets Strategies at Tikehau Capital
Best podcasts with Raphael Thuin
Ranked by the Snipd community
Apr 23, 2024 • 51min
Rate-Cut Delays Wounded Credit - How Much Longer?: Credit Crunch
Raphael Thuin from Tikehau Capital discusses rate-cut delays impacting credit markets globally with Bloomberg's Chief European Credit Strategist. They analyze inflation trends, divergence in monetary policy between the US and Europe, market repricing effects on credit spreads, euro and dollar performance in foreign exchange, and fixed income opportunities in European credit markets.
