美国信贷展望:第三季度布局的10个关键主题

英为财情
Jul 12, 2025

Investing.com - 瑞银(UBS)预计美国企业信贷利差将在今年下半年扩大,警告市场低估了劳动力市场放缓、潜在贸易关税以及即将到来的美联储降息所带来的风险。 该券商列出了第三季度布局的10个主题,认为7月初利差的急剧收窄可能反映了季节性趋势、信贷经理追逐业绩以及固定收益重新流入等因素,而这些因素可能不具可持续性。 "投资级和高收益级利差处于或接近历史低点,"瑞银写道,分别指向77基点和...

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