Stocks and Spreads, Creaking Credit Markets, Economic Divergence

0 Visningar· 07/28/23
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This week, our 3 Things are: 1. The rise in stocks. Is it threatening credit spreads? 2. The New York Times says credit markets are creaking. We’ll have a look. 3. Economic divergence. Beware of focusing only on the aggregate.

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Strax