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In Credit Weekly Snapshot – October 2024

What goes up, must come down

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In Credit Weekly Snapshot – 29 October 2024

Dog days are over

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In Credit Weekly Snapshot – 21 October 2024

Dollar days

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Surging job growth plunging bond prices

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In Credit Weekly Snapshot – 7 October 2024

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Geopolitical considerations and fluctuating investment sentiment meant it was a period of relative valuation opportunities.
Headwinds are blowing but conditions are supportive, so we see both risks and opportunities in 2025.
The popularity of online car auctions has created a unique two-way market dataset that is liquid and representative of all the US. Alongside wider income and expenditure data, we can see consumer pressures rising up the wealth ladder.
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In Credit Weekly Snapshot – October 2024

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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Fixed Income Desk

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Read time - 5 min
22 novembre 2024

Rosa Fenwick

Head of LDI Implementation

LDI market review and outlook: The aftermath of an eventful election season

Geopolitical considerations and fluctuating investment sentiment meant it was a period of relative valuation opportunities.
21 novembre 2024

William Davies

Global Chief Investment Officer

2025 Macro Outlook: Slower growth amid geopolitical uncertainty, but opportunities remain

Headwinds are blowing but conditions are supportive, so we see both risks and opportunities in 2025.
20 novembre 2024

Michael Laskin

Senior Analyst, Fixed Income

Stalling car auction sales suggest broader consumer weakness

The popularity of online car auctions has created a unique two-way market dataset that is liquid and representative of all the US. Alongside wider income and expenditure data, we can see consumer pressures rising up the wealth ladder.

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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