Investors are concerned about the deterioration of corporate debt quality, marked by lower credit ratings and a large share of covenant-lite issuance in the loan market.
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Where can investors find sustainable sources of return?
Learn about the important topics covered in the Outlook and their potential impact on broader markets. Michael Cembalest touches on topics including: the global banking system, oil markets, the credit risk of US states and credit market liquidity.
The S&P 500 could hit 10,000 by the mid-2030s
This piece explores key themes from our Guide to the Markets, providing timely economic and investment insight.
U.S. stocks rallied this week and the S&P 500 posted its single best day in roughly eight months, welcome news to investors struggling through recent volatility. Some of this performance may be tied to G20 summit optimism and cheaper starting valuations.
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