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Prepare for a swift credit pullback when the bullish run ends – Deutsche Bank
5 days ago
The likely new US Federal Reserve chair may be more hawkish, and the progress made in artificial intelligence could disrupt credits in the software sector, DB analysts warn -
BNP Paribas sees credit upside in 2025, even amidst Trump-led unpredictability
1 year ago
The bank also sees CLO equity outperforming in 2025 benefiting from resilient loan fundamentals, strong cash flows, and the upside potential from reset activity
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