Global Investment Views (Amundi AM, Nov 2019)
Equity markets were more or less flat in the month, treasury yields remained in the 1.5 / 1.8 range and credit spreads also remained within the trading range of the last few months. However,…
Debt and Credit Outlook
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A default wave for Chinese consumer ABS? (MSCI blog, Nov 2019)
The default rate for auto loans in Chinese consumer asset-backed securities increased rapidly in recent months, and China may be moving toward a more borrower-friendly bankruptcy regime. Could this…
Municipal bond market recap and outlook (Invesco US, Nov 2019)
Invesco discusses the performance of the US municipal bond market, as well as other related issues such as issuance, investor demand, and the SALT cap on tax deductions.
