【美银：在美国经济增长预期疲弱的情况下，欧洲防御型板块的信贷表现应优于同行】金十数据4月4日讯，美国银行分析师在一份报告中称，公用事业和电信等防御性行业的欧洲公司发行的信贷可能表现好于其他欧元公司债券，因市场准备迎接美国经济增长弱于此前预期的情况。他们说，本周的关税可能会打击美国和全球经济增长，导致周期性行业信贷表现疲弱。“我们认为，公用事业（和电信）等行业未来的表现会更好……当美国宏观经济周期放缓时，这些行业通常表现优异。”
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