Morgan Stanley Fixed-US Credit Mid-Year Outlook Presentation Macro and Micro-108470347

2024-06宏观经济71免费

📄 文件全名: 《Morgan Stanley Fixed-US Credit Mid-Year Outlook Presentation Macro and Micro-108470347.pdf》
🎯 适合读者: 投资人行业研究员
📊 核心数据: In the (GDP) Zone: There is a lot to like about the macro set up for credit – slowing but robust growth (2.1% 4Q/4Q), improving
generating positive excess returns and strong total returns (~10%). Demand should accelerate from multiple pockets as fixed annuity
in the near term and gradually declines from there. We expect 3.5% defaults for HY and 3.75% defaults in Loans (including distressed
negatively convex at these levels. We like HY senior mezzanine tranches (HY41 25-35%) as a cheap hedge with good convexity.
🏷️ 核心议题: #GDP

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报告摘要

May 31, 2024 08:20 PM GMT US Credit Research Mid-Year Outlook Presentation: Loan-ly at the Top

❓ 常见问题

《Morgan Stanley Fixed-US Credit Mid-Year Outlook Presentation Macro and Micro-108470347》主要包含哪些内容?

May 31, 2024 08:20 PM GMT US Credit Research Mid-Year Outlook Presentation: Loan-ly at the Top核心数据:In the (GDP) Zone: There is a lot to like about the macro set up for credit – slowing but robust growth (2.1% 4Q/4Q), improving;generating positive excess returns and strong total returns (~10%). Demand should accelerate from multiple pockets as fixed annuity;in the near term and gradually declines from there. We expect 3.5% defaults for HY and 3.75% defaults in Loans (including distressed。

这份报告覆盖哪一年、篇幅多大?

覆盖 2024 年,全文约 71。

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这份报告适合哪些读者?

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GDP等议题。