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In Credit Weekly Snapshot – January 2025

Long rally runnin’

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In Credit Weekly Snapshot – 27 January 2025

A misdiagnosis of crisis

Key markets overview

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In Credit Weekly Snapshot – 20 January 2025

UK decay?

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In Credit Weekly Snapshot – 13 January 2025

Exit music (for a year)

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In Credit Weekly Snapshot – 6 January 2025

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Four factors are likely to have an important bearing on financial markets in the fourth quarter of 2026: US politics, fiscal policy in the UK and France, developments involving Iran, and the corporate earnings outlook.
Disruption fears look overdone – trusted data, regulation and embedded workflows should continue to support resilient information services credits.
The spread between French and German government debt has once again breached 100bps, reflecting a confluence of French fiscal and political pressures.
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Important Information

The research and analysis included on this website has been produced by Columbia Threadneedle Investments for its own investment management activities, may have been acted upon prior to publication and is made available here incidentally. Any opinions expressed are made as at the date of publication but are subject to change without notice and should not be seen as investment advice. Information obtained from external sources is believed to be reliable but its accuracy or completeness cannot be guaranteed.

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The spread between French and German government debt has once again breached 100bps, reflecting a confluence of French fiscal and political pressures.

Important Information

The research and analysis included on this website has been produced by Columbia Threadneedle Investments for its own investment management activities, may have been acted upon prior to publication and is made available here incidentally. Any opinions expressed are made as at the date of publication but are subject to change without notice and should not be seen as investment advice. Information obtained from external sources is believed to be reliable but its accuracy or completeness cannot be guaranteed.

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