Analyst Pin-board A rise in defaults is on the horizon
- Rising sovereign yields and the breakdown in US break-evens suggest that we are set for a slowdown in growth and a glacial decline in pricing power—a stagflationary environment.
- The dollar’s strength is consistent with the end-of-cycle risk aversion. Buy Sing $.
- Credit markets have been slow to re-price a rise in defaults. Earnings momentum is fading just as fast as confidence in target prices diminishes. It is still not time to revisit companies with deteriorating working capital and / or a reliance on asset sales.
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