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Cathie Wood: 面对大规模刺激措施,将收益率曲线限制在仅陡峭 150 个基点,债券市场可能已经认识到 CDS 正在减弱的通缩力量。在资本结构的最低端,基础广泛的股票指数也在占据上风。

Posted on 2022-06-19

原推:Limiting the yield curve to only 150bp of steepening in the face of massive stimulus, the bond market may have recognized the deflationary forces that CDSs are flagging. At the lowest end of the capitalization structure, broad based equity indexes are seizing up as well.
https://twitter.com/CathieDWood/status/1538508979680288768

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