新兴市场债爆火,与美债利差逼近2007年低点!

华尔街见闻
23 Jul

随着传统避险资产美债的吸引力下降,投资者正大举涌入新兴市场债券,推动高评级新兴市场政府和企业债相对于美债的利差降至金融危机以来的最低水平。 最新数据显示,投资级新兴市场国家债券较美债的溢价已降至1.04个百分点,企业债券的溢价则为1.1个百分点。这标志着主权债利差达到自2007年以来的最紧水平,而企业债利差也接近特朗普当选前的低点。 这一走势表明,投资者对特朗普反复无常的贸易战可能对新兴市场造成的...

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