2024/11/06 / Erste Group Research |
Initial indications on the credit markets point to a moderate reaction to the US election The first indications on the European corporate bond markets point to a moderate reaction to the outcome of the US election. Equity market volatility and the synthetic 5Y high yield CDS index have remained in a downward trend since the beginning of the week. In the corporate segment, monetary policy expectations and the good fundamental situation of European companies currently remain the strongest spread drivers. So far, around 56% of European companies have reported positive earnings surprises. Special topics of the week: CEE energy groups in the transformation process |
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Author | Erste Group Research |
Date | 2024/11/06 |
Language | |
Product name | Credit News |
Topic in focus | Credits/ Corporate bonds |
Economy in focus | Austria, Eurozone |
Currency in focus | Euro |
Sector in focus | - |
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