Jon Harrison

Managing Director, EM Macro Strategy
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TS Absolute Views

Overview

In Table 1 below we present our high-conviction absolute return market views across asset classes; closed views are shown in Table 2 at the end of this note.

Turkey: We maintain our positive view on Turkish sovereign credit. The rating downgrade by Moody’s raised spreads by around 20bps, but they remain below the levels reached in the aftermath of the attempted coup.

At more than 300bps (for the Bloomberg Sovereign Bond Index), Turkish sovereign credit is the cheapest among...

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