Calls
1
Viktor Hjort
Global Head of Credit Strategy & Desk Analyst, BNP Paribas
Win Rate
0.0%
return
-1.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 25
$109.52
-1.8%
Investment grade credit spreads can tighten further to the 60s—levels not seen in decades—because corporate bond supply is scarce relative to massive government borrowing. The K-shaped economy means only tech is issuing heavily while other sectors are issuing below trend, so supply dynamics remain favorable. The risk is that AI monetization fails to materialize, derailing the spread call.
Bonds & Rates
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Viktor Hjort has 1 trade ideas tracked on Buzzberg across 1 tickers since June 2026. Most covered: LQD.
