Global Market Update: 2H26/1H27 Outlook for the US & Europe

July 1, 2026

In this webinar, 乱伦短视频 strategy team examine its 2H26 and 1H27 credit market outlook, exploring how resilient economic growth, elevated interest rates, inflation trends, and AI-driven optimism are shaping opportunities across global credit markets.
Winnie Cisar, Zachary Griffiths, and Logan Miller discuss the outlook for Fed and ECB policy, labor market strength, corporate credit spreads, fund flows, and positioning strategies across US and European investment grade and leveraged finance markets. The speakers also highlight key market risks, sector preferences, issuance trends, and portfolio allocation opportunities. Investors will gain actionable insights into navigating tight valuations, managing risk, and positioning portfolios for the evolving credit landscape over the next 12 months.

Watch on YouTube:

Speakers:

Winnie Cisar, Global Head of Strategy, 乱伦短视频
Zachary Griffiths, Head of IG & Macro Strategy, 乱伦短视频
Logan Miller, Head of European Strategy, 乱伦短视频

Timestamps:

Market Overview and Economic Context
Federal Reserve’s Path and Interest Rate Outlook
Macro Factors Supporting Economic Resilience
European Central Bank’s Policy and Economic Fundamentals
Corporate Credit Spreads and Market Dynamics
Navigating Fiscal Stimulus and Market Dynamics
Credit Strategies for the Second Half of the Year
Insights on Euro Corporate Credit Performance
Evaluating the Sterling Market and Its Unique Characteristics
Audience Insights on IG Asset Class Performance
Identifying Key Risks in the Market
Final Thoughts on Economic Indicators and Market Outlook