市场太乐观了?高盛警告:关键指标已回到2007年金融危机前夜!

华尔街见闻
Aug 01, 2025

高盛信贷策略师敦促客户对冲风险,原因是全球企业债券收益率利差本周收窄至2007年以来最低水平。 根据彭博指数,截至本周四,全球投资级企业债券的收益率利差已收窄至79个基点,为2007年7月以来最低水平,当时恰好是全球金融危机爆发前夕。 美东时间7月31日,高盛首席信用策略师Lotfi Karoui带领的团队发布报告称,相比3月和4月,当前的贸易政策显著更加可预测,这使市场能大幅下调对经济衰退的风险...

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