Global Market Update: 2H26/1H27 Outlook for the US & Europe

July 1, 2026

In this webinar, CreditSights strategy team examine its 2H26 and 1H27 credit market outlook, exploring how resilient economic growth, elevated interest rates, inflation trends, and AI-driven optimism are shaping opportunities across global credit markets.
Winnie Cisar, Zachary Griffiths, and Logan Miller discuss the outlook for Fed and ECB policy, labor market strength, corporate credit spreads, fund flows, and positioning strategies across US and European investment grade and leveraged finance markets. The speakers also highlight key market risks, sector preferences, issuance trends, and portfolio allocation opportunities. Investors will gain actionable insights into navigating tight valuations, managing risk, and positioning portfolios for the evolving credit landscape over the next 12 months.

Watch on YouTube:

Speakers:

Winnie Cisar, Global Head of Strategy, CreditSights
Zachary Griffiths, Head of IG & Macro Strategy, CreditSights
Logan Miller, Head of European Strategy, CreditSights

Timestamps:

00:00 Market Overview and Economic Context
04:17 Federal Reserve’s Path and Interest Rate Outlook
09:02 Macro Factors Supporting Economic Resilience
15:18 European Central Bank’s Policy and Economic Fundamentals
25:07 Corporate Credit Spreads and Market Dynamics
30:54 Navigating Fiscal Stimulus and Market Dynamics
34:01 Credit Strategies for the Second Half of the Year
37:48 Insights on Euro Corporate Credit Performance
43:04 Evaluating the Sterling Market and Its Unique Characteristics
47:05 Audience Insights on IG Asset Class Performance
51:06 Identifying Key Risks in the Market
57:03 Final Thoughts on Economic Indicators and Market Outlook