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Posted by
Two Blokes Jun 11 -
Filed in
Stock
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6 views
My cautious stance on Janus Henderson B-BBB CLO ETF proved correct, as Trump's tariff escalation triggered sharp credit market declines, validating my preference for safer JAAA exposure. However, credit markets recovered following Trump's 90-day tariff pause, with JBBB's total returns now surpassing JAAA since March. With investors looking past Trump's escalations due to a perceived 'TACO trade' and resilient economic data, the risk of a recession is receding.
