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Podcast: Thoughts on the Market
Episode: More Talk, Less Action Could Be Good for Credit Markets
Description: Our Head of Corporate Credit Research lists realistic scenarios for why credit could outperform expectations in 2025, despite some risks posed by policy changes from the incoming administration.----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew Sheets, head of Corporate Credit Research at Morgan Stanley. Today I’ll be discussing realistic scenarios where things could be better than we expect.It's Friday December 20th at 2pm in London.Credit is an asset class that always faces more limited upside, and the low starting po...