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EZ corporate & sovereign spreads may converge again

Although a gap between euro-zone corporate and peripheral sovereign spreads opened up after the start of the Russia-Ukraine war, it has begun to close recently and we think that it will shrink further. Bank of Japan Drop-In (18 March, 16:00 SGT/08:00 GMT): What will the BoJ do if/when Japan’s CPI hits 2%? Join our Japan and Markets economists after the BoJ’s March meeting for a discussion about the inflation outlook, the policy response and what it all means for market. Register here.

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