The Credit Strategist

The Credit Strategist

BAANGs not FAANGs?

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The Credit Strategist
Feb 13, 2024
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As the market reels from today’s disappointing inflation report, I would be surprised if it didn’t quickly recover its footing. After all, its recent rally shows little concern for extended valuations, a growing commercial real estate crisis, domestic political disarray and geopolitical chaos. The market’s focus has been almost exclusively on when the…

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