金吾财讯 | 法兴银行的策略师Juan Esteban Valencia在其最新报告中指出,预计美元与欧元计价的企业债券之间的利差将继续逐步收窄,并在2025年初维持良好的表现。鉴于当前的信贷息差已接近历史低位,因此进一步收窄的空间有限。Valencia表示,“在这样的市场环境下,相对于基准利率而言,信贷产品的息差显得尤为高昂,但我们不认为短期内会触发大规模的抛售。”Valencia还预测,在新的...
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