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“After two years in recession, Germany’s GDP growth is expected stagnant in 2025 with slight growth only expected from 2026 onwards. GDP of the US and China is expected to stabilize from 2025 onwards on a lower level compared to previous years.”
“Inflation levels tend to approach target rates with first corresponding slowdowns of interest rate cuts visible.”
“European sponsored leveraged loan market remains favorable in 2Q25 despite cooling down from its 1Q25 surge.”
Agenda
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