Bar chart showing German vs French credit spread percentiles by sector; utilities, telcos and insurance rank widest (highest) while autos and consumer goods rank tightest.
/4 But WHERE are German credits still CHEAP?
Imo, German credits look wide vs French in those sectors
• Utilities
• Telecoms
• Insurance
As German fiscal stimulus materializes, these sectors look like the best opportunities
#Germany #EURCredit #CorporateBonds #HighYield
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