US Credit Strategy: Recovered, with Inflation the Next Ailment
Date: July 16, 2021
Presenter: Erin Lyons
With widespread vaccinations and stimulus programs, the US rebound has fast-tracked inflation concerns. Erin Lyons conducts a review of 1H21 and our thoughts on 2H21, including on rates, market conditions, supply, and secondary spreads, as well as picks and pans.
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