Paradigm shift
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Volatility persists amid global uncertainties
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US and Europe on divergent rate cut paths
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Markets soar on summer rate cut hopes
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Argentina: A new dawn?
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A sort-of Super Tuesday
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Where next for the rally?
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Investors prep for June rate cuts
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The bulls are in control
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Corporate fundamentals: Opportunities and challenges within credit dispersion
Credit fundamentals continued to modestly weaken towards the end of 2023, with both leverage and interest coverage metrics trending towards long-term averages from the lows and highs respectively witnessed a year ago, as shown in Figures 1 and 2 below. Figure 1: Leverage increasing towards long-term averages Source: BofA, as at 31 December 2023. Figure […]