Trade War Easing, Wide Spreads Aid Credit Outlook: Credit Crunch
Credit recovered from the tariff rout with trade war easing with many deals across US, China and UK while the new government takes shape in Germany and rate cuts priced for central banks, especially the ECB and BOE adding momentum. The big question is whether this strength will continue? In this episode of our Credit Crunch podcast, Mahesh Bhimalingam, Global Head of Credit Strategy at Bloomberg Intelligence, and Amir Fergani, Head of Credit LDI at Generali Asset Management, discuss tariffs, fiscal policies German and French politics and their effect on inflation, growth and central bank policy, the dollar weakness and its impact on global credit and the challenges of taking a directional view after big rates moves. Credit Crunch is part of BI's FICC Focus series. Listen to this episode on Apple Podcasts and Spotify. apple: https://podcasts.apple.com/gb/podcast/ficc-focus/id1589459799 Spotify: https://open.spotify.com/show/00X0l59Bw9RMRMyKdsLk0H?si=1a91eb80735c496e
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