Credit Rendezvous: Investors try to avoid suplex city as recession and inflation reform tag-team

By Dan Alderson, Michelle D'souza, Sayed Kadiri & Hugh Minch

Credit investors getting ready to lock up against that familiar 1970s pairing of inflation and recession. But the hard-hitting tag team has picked up some new moves, causing floating rate outperformance to give way to underperformance; synthetic credit to outperform cash; and CLO terms curves to reshape into barely recognisable positions

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