格隆汇7月24日|德意志银行信用策略师警告称,美国股市的杠杆水平正在迅速升温,接近过热状态,可能对信贷市场构成隐忧。策略师Steve Caprio团队指出,纽交所保证金债务(即投资者为购买股票而借入的资金总额)从部分指标来看已超过科技泡沫时期,接近历史高位,若该指标继续升温至“白热化”水平,最终可能对信贷表现产生负面影响。目前保证金债务的增长速度与未来12个月美国高收益债息差扩大80至120个基点...
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