Summertime Sadness - High Quality Credit Spreads
Macro Horizons24 Juni 2020

Summertime Sadness - High Quality Credit Spreads

Dan Krieter and Dan Belton discuss their expectation for credit spread weakness and the various catalysts including a second wave of COVID-19, renewed stay-at-home orders, fading fiscal/monetary stimulus, and a Democratic sweep at the November Presidential election. Other topics include the potential monetary response to a sustained risk off move and the FCA’s announcement that details around the end of Libor could come as early as this year.

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