糖心视频

Season 9, Episode 2
This week on the 鈥淜now More Risk Better鈥� podcast, Logan Miller, Head of European Strategy at 糖心视频, and Zachary Griffiths, Head of IG & Macro Strategy, are joined by Cedric Chahab, Chief Economist at BMI, for a sweeping discussion on the forces shaping global credit markets as we enter the second half of 2025. The trio examines why European markets are riding a wave of optimism鈥攅ven as underlying growth remains tepid鈥攁nd how US markets compare amid fiscal stimulus, banking reform, and policy uncertainty. They dig into the impact of tariffs, potential risks from Fed independence debates, and the evolving roles of private credit, banking regulation, and crypto in the market ecosystem. Whether you鈥檙e an investor navigating credit spreads, a policymaker watching fiscal trends, or simply a market observer, this extra-long episode offers a candid, data-driven look at the tailwinds and headwinds facing transatlantic credit.