In this podcast, the hosts explore potential risks that could undermine the generally optimistic outlook for corporate credit. They highlight several key concerns: a slower rollout of US policies that might dampen growth and raise prices, a quicker-than-expected downturn in the labor market possibly leading to a recession, unanticipated spikes in corporate activity, ongoing challenges in Europe and China, and the high valuations currently seen in credit and equity markets that allow little room for error. While the overall forecast appears positive, these scenarios could seriously jeopardize the outlook.
