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Macro Strategy Views: EUR HY credit and NOK FX to catch up following recent sell-off
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In our weekly podcast, Macro Strategy Views, we discuss the outlook for respectively credit markets and Norway in light of recent events. We expect HY credit spreads to narrow further on a constructive macro backdrop and positive equity sentiment. We believe the market is too negative on Norway as the tight labour market and high wage growth will support higher short-end rates and a stronger currency. Global Head of FI&C Research, Thomas Harr chairs today’s podcast and he is joined by Mark Naur, Credit Strategist, and Kristoffer Kjær Lomholt, Norway strategist.
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