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摩根士丹利:全球信贷简报:暂时停歇,并非终结
摩根·2025-04-21 03:00

April 14, 2025 07:00 AM GMT Global Credit Brief M Global Idea A Pause, Not an End A quick rundown of our global credit research, including our thoughts on the 'pause', large outflows, tight spreads in Asia IG, and latest sector credit research. This isn't normal: Last week saw abnormal moves more typical of bear markets. With our estimates for global growth continuing to move lower and a view that Fed cuts are further away, it is too early to turn constructive, despite signs that the US administration may a ...