海外研报

Is the VlX spike a signal of wider credit spreadsahead?

A key debate last week was whether equities were sending a signal for creditThe massive spikes in cross-asset volatility in early August (e.g., 2, 4, 5 sigma moves in1Oyr USTs, IPYUSD, and VlX) have left investors actively

MS--Global Macro Strategist Super Size Me

August payroll weakness increased investor desire to see a 50bp rate cut in September without equally increasing investor