Author: Prachi Mallick

Consumer-facing airlines and global aerospace giants like $140 bln Safran predictably slumped after Trump’s April declaration. But sustained travel demand – particularly in first class – has given way to clearer skies. Better still, aerospace tariffs are seemingly off the radar.Full view will be pu…Read More

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EUROPEAN CREDIT SPREADS TO OUTPERFORM U.S., SAY GOLDMAN Credit has performed well on both sides of the Atlantic in the aftermath of the April tariff turmoil, with both investment grade and junk spreads back to near historically tight levels. From here however, Goldman see European spreads outperfor…Read More

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