Welcome to the BFO Quarterly Macroeconomic overview. In the linked presentation, we will provide a broad overview of the current investment landscape. Each quarter, we dig deeper into a particular topic, worthy of your attention. This quarter, we will highlight signs of excess, and our concerns, in the US corporate debt markets. Click here to watch the presentation, or here to download the slides.
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2026 Q2 Quarterly Macro Review
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On Volatility and Opportunity
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