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We Want No Credit

by Jeremie Peloso, Chief Strategist   Robert Timper, Chief Global Fixed Income Strategist  

Turn negative on European credit. At current levels, spreads do not compensate for the risk of a recession materializing later this year or in early 2025.

BCA Research | European Investment Strategy

Global Investment Strategy, Counterpoint, Emerging Markets Strategy, China Investment Strategy, European Investment Strategy, US Investment Strategy.

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