Goldman Sachs SELL

Global Credit Trader Redefining Quality in Credit

Aug 14, 202655 pages

From the report报告摘录AI Supply & Credit Quality Tension: Elevated AI-related supply and higher real rates create tension between fundamentals and technicals, with BBBs outperforming AAs/As in USD IG (0.74% vs -0.62% excess return) due to…

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