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In Credit Weekly Snapshot – September 2024

Emergency Stop!

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In Credit Weekly Snapshot – 30 September 2024

Deeper cut, steeper curve…

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In Credit Weekly Snapshot – 23 September 2024

The first domino…

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In Credit Weekly Snapshot – 16 September 2024

A quarter or a half?

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In Credit Weekly Snapshot – 9 September 2024

Back to school

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In Credit Weekly Snapshot – 2 September 2024

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AI hyperscalers are reshaping the IG credit market, creating attractive dislocations in fundamentally strong issuers – and an attractive entry point.
With average interest rates of 14.7% over the past four millennia, and 4.7% over the past 400 years, the real anomaly was the zero-rate period of the 2000s.
Central bank policy is back at the forefront of investor attention as inflation data challenges expectations of an imminent easing cycle.
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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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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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