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The US Credit Cycle: The Frog Is In The Pot

by Ryan Swift, Chief Strategist  

This report considers the outlook for the US corporate credit cycle based on a suite of economic, monetary and corporate health indicators. We conclude that both the default rate and US corporate bond spreads will grind higher during the next 6-12 months.

BCAリサーチ | US Bond Strategy

One macro framework for rates, FX, credit, and commodities, helping investors connect cross-market signals and position with clarity and conviction.

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