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Quarter-End Insights

Our Outlook for the Credit Markets

2012 was a great year for bonds, but upside for 2013 appears limited.

  • Financials outperform in 2012 and are expected to lead during the first quarter.
  • The Fed is flooding the markets with even more liquidity.
  • The eurozone recession spreads to core countries from the peripheral.
  • Market implied inflation soars.