新兴市场套利连赚7个季度,22%回报跑赢美债4倍

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作者:律动BlockBeats 原标题:连赚7个季度,新兴市场的套利交易跑赢一切 8 月 23 日,彭博报道,以美元融资的新兴市场套利交易连续第七个季度录得正回报,创下 2008 年以来最长连胜纪录。 按彭博八大新兴市场货币套利指数口径,这笔交易自 2024 年底以来累计回报约 22%。同一区间,美国国债回报 5.9%,新兴市场主权美元债 14%,新兴市场企业债 10%——套利交易赢了美债近 4...

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