ECB May Disappoint in QE Front, Investec Asset Says

The video discusses expectations for ECB stimulus measures, including potential rate cuts and changes in forward guidance. It analyzes recent credit market behavior and the impact of high corporate issuance on market spreads. The macroeconomic outlook and its influence on credit spreads are explored, with a focus on potential recession risks. The video concludes with a discussion on Brexit's implications for UK credit markets, highlighting the binary nature of potential outcomes.

What factors could lead to a widening of credit spreads in the coming quarter?

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What are the implications of Brexit on UK credit markets?

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