グローバル・フィクスト・インカム・ストラテジー
Special Report
We Want No Credit
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リサーチ | European Investment Strategy
BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and navigate the world’s most difficult macro questions.
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