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High Grade Credit

  • Financial Crisis, Credit Markets, Inflation, Bonds, interest rates,
    July 3, 2023

    Markets may be in for Stormy Second Half – Could low pressure in CLOs threaten to turn Cyclonic?

    Many think Markets are set fair for the second half of 2023 – but what if a mighty depression is brewing out there in the ocean of corporate debt? I am looking at the glass (barometer for the non-nautical) falling and at the CLO market in particular. There may be a storm brewing.

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The Morning Porridge is not investment advice. It is market commentary based on discussions and information gathered from multiple sources believed to be reliable. No guarantee is given for its accuracy or completeness. It is not an offer to buy, sell or solicit investments or securities. The author may have a position in companies or institutions discussed in this commentary.

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