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This week, our 3 Things are:
1. Spread compression. Does this make sense heading into slowdown?
2. Abundant liquidity. One asset manager says credit is overbought as a result. We’ll explore.
3. Texas downdraft. This caught us by surprise.
5
1717 ratings
This week, our 3 Things are:
1. Spread compression. Does this make sense heading into slowdown?
2. Abundant liquidity. One asset manager says credit is overbought as a result. We’ll explore.
3. Texas downdraft. This caught us by surprise.
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