J.P. Morgan Sell-side卖方

JPM International Market Intelligence | Morning Briefing

Sep 21, 202616 pages

From the report报告摘录EU Political Risk & Bond Spread Widening: Germany’s CDU election loss and France’s OAT-Bund spread at 14yr high (>100bps) signal political instability, requiring hedging against French bond credit/currency risks.

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