Global Market Update: April 2023
Date: April 6, 2023
Presenters: Winnie Cisar and Zachary Griffiths
Summary
Winnie Cisar, Global Head of Strategy, and Zachary Griffiths, Senior Strategist, discuss our 2Q23 Outlook for the U.S. and European corporate credit markets, as well as:
- Updated expectations for the Fed and ECB in light of the recent banking sector fallout
- Changes to investment recommendations, including sector strategy, curve positioning and ratings
- Our four key scenarios and how our probabilities have changed to start the year
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