全球信用债利差触及2007年以来低点 高盛提示客户保持谨慎

Core Viewpoint - Global corporate bond yield spreads have tightened to the lowest level since 2007, prompting Goldman Sachs to advise clients to hedge risks despite positive market signals [1] Group 1: Market Conditions - Recent trade agreements between the U.S. and several trading partners have provided clarity on tariff issues, leading to a more favorable investment environment [1] - Investors are willing to overlook short-term economic growth weaknesses as long as recession risks are controlled [1] Group 2: Financial Metrics - According to a Bloomberg index, global investment-grade bond yield spreads have tightened to 79 basis points, the lowest level since July 2007, prior to the global financial crisis [1] - The S&P 500 index has reached a historical high this week, indicating strong market performance [1] Group 3: Central Bank Policy - The Federal Reserve has not indicated an imminent interest rate cut, suggesting that more data is needed to ensure inflation risks do not persist [1]