Michael Kramer：欧洲避险推动利率大跌，利率长期仍趋上行并利好美元与原油
Rates fell hard this week, and Thursday's move looked exaggerated to me. It looked like a flight from parts of Europe to safety. The Italian-German 10...
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Michael Kramer 认为本周利率大跌，周四的走势像是资金从欧洲部分地区流向避险资产，意大利对德国 10 年期利差明显走阔，美国高收益债利差随之扩大，全球信用利差开始走阔。
来源：@MichaelMOTTCM · x.com