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Portfolio managers wary of US default rates, IACPM survey reveals
5 years ago
Portfolio managers are more pessimistic about North American corporate defaults in the next 12 months than other global regions, according to the latest survey by the International Association of Credit Portfolio Managers -
Trump tariffs and oil slip dent Europe vs US credit decompression trades
6 years ago
Underperformance of US credit derivative indices at the end of last week has created a trading entry point for those still convinced that Europe has more problems. But bearish factors continue to coalesce on both sides of the Atlantic -
Market rout drives US/Europe credit convergence, as Brazil leads Latin widening
6 years ago
Credit spreads have sharply widened globally as financial markets are being rocked by concerns for a trade war and rising US rates. An equity-led rout in the US yesterday afternoon
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