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Volatility will remain elevated and much greater dispersion will occur in BB and B credit spreads as the market starts to bifurcate.
Will 2023 bring more of the same or are we seeing a fundamental shift in the macroeconomic picture?
Headwinds to the global economy will intensify into winter. Central Banks unfinished fight against inflation will draw on demand over 2023.
We come from a very turbulent 2022 and this new year presents quite a few challenges, but also opportunities and desires to fulfil.
A trend that will go on next year is the growing share of sustainable financing that could amount to up to 40% in IG.
After four consecutive 75 basis point hikes in recent meetings, fund managers expect Jerome Powell to raise interest rates by 50 bps this Wednesday.
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