Markit Recap – 11/10/2014

Geopolitical risk was all the rage earlier this year, and played a major part in credit spreads widening in a number of short, sharp bursts. Monetary policy soon resumed its role as the main driver of sentiment, but there were indications this week that it may have to move aside.

Ukraine saw its CDS spreads widen 125bps on November 12, and are now