‘Bond markets: what indications for the end of 2025 and the entry into 2026?
…The Webinar Il Punto sui Mercati was held together with Diletta Nencioni, Alberto Biscaro, CFA and Filippo Moroni, dedicated to the analysis of the dynamics that are characterizing this final phase of the year: still divergent monetary policies, inflation that is not fully stabilized and a strong dispersion in credit.
In the eurozone, the ECB maintains a cautious stance, while in the United States, the Fed operates in a more uncertain environment. In the credit market, we see compressed spreads and highly differentiated performance between Investment Grade, crossover and High Yield, confirming the importance of an active and fundamental-based approach.
👉 Watch the webinar on our website https://lnkd.in/du_sKRPk’