【杰富瑞：企业信用债或受益于油价下跌】Jefferies的Mohit Kumar表示，油价回落应该对企业信用债有利。这位全球经济学家在一份报告中写道，信用利差过于偏窄，但绝对收益率依然具有吸引力。“按总收益率计算，我们对信用债依然持乐观态度，“他说。更广泛地看，Jefferies对风险资产依然持乐观态度。“央行无需加息、7月份有利的季节性因素、不太拥挤的头寸以及系统中充足的现金，都应在未来几周对风险资产有利，”Kumar说。
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