美联储即将降息研判-Fed cut in sight
2025-09-08 06:23
FICC Research Credit Strategy 5 September 2025 US Credit Alpha Fed cut in sight This week, we provide our top swaps in Yankee banks, discuss why we favor noncyclicals over cyclicals in high yield, analyze 20 years' worth of hybrid extensions, and update our intrinsic estimates for the CDX and iTraxx September 2025 rolls. SIGNATURE Bradley Rogoff, CFA +1 212 412 7921 bradley.rogoff@barclays.com BCI, US Dominique Toublan +1 212 412 3841 dominique.toublan@barclays.com BCI, US US Credit Alpha Overview. . . . . ...