全球信用利差收窄至2007年以来最低 高盛提示客户保持谨慎

格隆汇
01 Aug

格隆汇8月1日|高盛信贷策略师近日向客户发出警告,建议对冲风险。策略团队指出:“近期美国与其贸易伙伴达成的一系列贸易协议,使关税前景更加明朗,投资者愿意忽略短期内经济增长的疲软,只要衰退风险仍处于可控范围。”但他们同时警告,切勿因此掉以轻心。周四全球投资级企业债的信用利差已收窄至79个基点,为2007年7月以来最低水平,彼时正值全球金融危机爆发前夕。尽管信用利差持续收窄,且标普500指数本周再创...

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