Barclays_US_Credit_Alpha_Eyes_on_the_prize

2024-05宏观经济49免费

📄 文件全名: 《Barclays_US_Credit_Alpha_Eyes_on_the_prize.pdf》
🎯 适合读者: 投资人行业研究员
📊 核心数据: We extend our high yield spread forecast of 290-315bp to YE24, corresponding to a 5.0-5.5%
total return/2.0-2.5% excess return for FY24. In loans, we forecast that the LLI will end 2024 at
$97.0-97.5, which would lead to FY24 total returns of 8.5-9.0% and excess returns of 3.5-4.0%.
both came in softer than expected, at 0.3% m/m versus consensus expectations of 0.4%. After
print, when headline and core came in at 0.0% and 0.2% m/m while consensus was for 0.1% and
🏷️ 核心议题: #CPI

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报告摘要

📋 核心要点(部分)

17 May 2024
0.2% m/m.

❓ 常见问题

《Barclays_US_Credit_Alpha_Eyes_on_the_prize》主要包含哪些内容?

This document is intended for institutional investors and is not subject to all of the independence and disclosure standards applicable to debt research reports prepared for retail investors under U.S. FINRA Rule 2242. Barclays trades the securities covered in this report for its核心数据:We extend our high yield spread forecast of 290-315bp to YE24, corresponding to a 5.0-5.5%;total return/2.0-2.5% excess return for FY24. In loans, we forecast that the LLI will end 2024 at;$97.0-97.5, which would lead to FY24 total returns of 8.5-9.0% and excess returns of 3.5-4.0%.。

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覆盖 2024 年,全文约 49。

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适合投资人、行业研究员等读者参考。

报告涉及哪些关键议题?

重点分析了CPI等议题。