Access unmatched financial data, news and content in a highly-customised workflow experience on desktop, web and mobile. Fabio Bassi: Now, Steve Dulake, co-head of Fundamental Research, will cover the outlook for credit markets. Thank you for joining us, Steve. Recent "stock price forecast" data indicates financial stocks could outperform in H2 2024 amid rising 10-year Treasury yields, with JPMorgan and Goldman Sachs positioned to benefit from increased net interest margins.