欧盟信用风险仍是真正的隐忧，ECB 面临信贷紧缩将更受限
Honestly, I feel the real risk is still the EU, should it really happen — doesn’t matter who kicked it off Sovereign CDS has come in some, but the E...
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欧洲主权 CDS 利差虽有所收窄，但真正的风险仍在欧盟，无论危机由谁引发。一旦信贷条件收紧，ECB 应对空间将更加瘫痪。
来源：@ShanghaoJin · x.com