海外研报
筛选
Seeking Certainty Amid Change
We expect a range-bound market in near term, as recent rallyhas largely priced in the positive developments since February.Despite positive policy pivots, we caution against persistentdeflation pressure and rising complexity from trade protection
海外研报
2024年07月01日
The rotation has yet to reach CCCs
Cuts are unlikely to flatten IG curvesn USD IG spread curves have remained remarkably stable this year. n A transitory downstream flow effect of Fed cuts on front-end spreads is possible
海外研报
2024年07月19日
