Capital Markets Outlook Q2 2025: At The Intersection Of Fear And Hope
Source: SeekingAlpha
2025-04-23 06:30:00 ET
Summary
- The direction of travel certainly seems to be toward higher trade barriers.
- In the US, we see growth slowing by more and inflation rising by more than they would have without tariffs.
- In fixed income, investment-grade credit spreads stayed largely put while high-yield widened.
- Municipal credit has done a good job of holding its value amid market turbulence.
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Capital Markets Outlook Q2 2025: At The Intersection Of Fear And Hope
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