巴克莱_投资组合经理摘要_谁掌握了权力
全球碳捕集与封存研究院·2024-07-10 05:11
Americas Investment grade lags Bradley Rogoff, BCI, US | Dominique Toublan, BCI, US Spreads have been soft, but higher quality is underperforming. Single-A industrials are lagging the most, and BBs are faring the best. We recommend various reversal trades in cash and CDX. We also revise our issuance forecasts across the credit markets. We expect issuance to slow but remain sizable in 2H. IG cash has also underperformed CDX IG and versus Europe. The basis between the IG 1-10y cash index has widened by 6bp MT ...