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Credit's $240 Billion Wipeout Makes Late-2023 Rally a Memory

Credit's $240 Billion Wipeout Makes Late-2023 Rally a Memory
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US loss of AAA badge a reminder of 'regime shift' for government debt

Financial markets barely flinched
when Fitch stripped the United States of its top credit rating,
but it served as a reminder of longer-term structural risks
investors in government bonds are yet to.
-Today at 01:10 am- MarketScreener ....

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Analysis-US loss of AAA badge a reminder of 'regime shift' for government debt

Financial markets barely flinched when Fitch stripped the United States of its top credit rating, but it served as a reminder of longer-term structural risks investors in government bonds are yet to grasp. The immediate focus in the aftermath of the Aug. 1 downgrade has been on U.S. governance, but Fitch Ratings also flagged higher rates driving up debt service costs, an aging population and rising healthcare spending, echoing challenges that reverberate globally. David Katimbo-Mugwanya, head of fixed income at EdenTree Investment Management, a 3.7 billion-pound ($4.71 billion)charity-owned investor, said with the move highlighting reflecting elevated debt levels at a time when interest rates will likely remain high, debt sustainability was back in focus. ....

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A reminder of regime shift for govt debt

Financial markets barely flinched when Fitch stripped the United States of its top credit rating, but it served as a reminder of longer-term structural risks investors in government bonds are yet to grasp. ....

New York , United States , David Katimbo Mugwanya , Kshitij Sinha , Moritz Kraemer , Bill Ackman , Martin Lenz , Syz Group , Fitch Ratings , European Commission , European Central Bank , European Union , Union Investment , Edentree Investment Management , Gael Fichan , New York Fed , Canada Life Asset ,