固定收益部市场日报-20260304
Zhao Yin Guo Ji·2026-03-04 07:58
CMBI Credit Commentary Fixed Income Daily Market Update 固定收益部市场日报 Trading desk comments 交易台市场观点 1 Yesterday, we saw a wave of selling on 10yr IG papers such as LINREI/KUAISH/HKE/TW lifers/BBLTB/NTT/SUMI/SUMITR, and spreads closed 3-5bps wider. On the other hand, flows geared towards better buying on CCAMCL/NTT FRNs. As for the rest of greater China higher-yielding space, NWDEVLs were down another 0.3-2.4pts, and VDNWDLs were 0.1- 0.2pt lower. See our comments on 2 Mar'26. MTRC Perps/HYSANs/LASUDE 26 were 0. ...