# Global Market Update: 2H26/1H27 Outlook for the US & Europe

Page: https://stenobird.com/podcast/know-more-risk-better-280484/global-market-update-2h26-1h27-outlook-for-the-us-europe
Text version: https://stenobird.com/podcast/know-more-risk-better-280484/global-market-update-2h26-1h27-outlook-for-the-us-europe.md
Podcast: [Know More. Risk Better.](https://stenobird.com/podcast/know-more-risk-better-280484)
Published: 2026-07-02T10:39:03+00:00
Episode link: https://creditsights.podbean.com/e/global-market-update-2h261h27-outlook-for-the-us-europe/
Audio file: https://mcdn.podbean.com/mf/web/8kjzswyj2kvg53cf/riverside_july_gmu_webinar_replay_1_82vmd.mp3
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JSON: https://stenobird.com/v1/public/podcasts/know-more-risk-better-280484/episodes/global-market-update-2h26-1h27-outlook-for-the-us-europe
Duration seconds: 3576

## Resource

In this episode of the Know More. Risk Better. podcast, the discussion examines how resilient economic growth, elevated interest rates, and strong market technicals are shaping the outlook for global credit markets through 2H26 and into 2027. Winnie Cisar is joined by Zachary Griffiths and Logan Miller to assess the impact of evolving Fed and ECB policy expectations, labor market strength, and persistent demand for yield across credit markets. The conversation explores tight credit spreads, fund flows, duration and sector positioning, and differences between U.S. and European credit dynamics, while also addressing AI-driven market optimism and the key risks that could challenge valuations. Gain timely, macro-driven insights to help investors navigate market uncertainty, assess credit conditions, and identify opportunities across global fixed income and credit markets.

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## Transcript

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