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Societe Generale: Strong performance of USD and EUR corporate bonds may continue
金十数据11月15日讯，法兴策略师Juan Esteban Valencia在一份报告中说，美元和欧元公司债券的利差可能会继续逐渐收紧，在2025年初保持良好表现。由于信贷Faiz Yayılımı接近几十年来的最低水平，收窄幅度应该很小。“在这样的水平上，信贷相对于BenchmarkFaiz Oranı的利差看起来非常昂贵，但我们预计短期内不会出现dumping。”Valencia称，在新一轮扩大周期开始之前，利差可能会在两到三个季度内窄幅Dalgalanma。