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Weekly Credit Insight

Chart of the week: the elephant(s) in the room

Last week, we discussed the first risk we anticipate for next year: the potential shift in corporate behaviour on the back of funding rates at record lows. This week, we consider the risk that a taper tantrum could emerge in 2021.  

Central banks have played a greater role in influencing valuations this year through their direct purchases. As a result, they have removed a significant amount of risk premia from markets – and