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雷达卡
发个目录先看一下好了
contents：
Interest Rate Markets Are a Primary Source of Beta for 2011 p. 4
Duration: Reduce Duration Exposure Globally p. 8
Curve: Steep Curves to Prevail p. 12
Spreads: Policy to Drive Spreads Wider p. 16
Volatility: Uncertainty to Keep Volatility Elevated p. 21
Global Inflation: Increasing Inflation Risks, Wider Breakevens p. 27
Global Supply Outlook p. 33
European Sovereigns: Stress to Continue into 2011 p. 39
China: PBoC Policy Tightening and Implications for AXJ Rates p. 42
GSE Reform: Potential Structures and Implications p. 44
Global_Rates_2011_Yr_Ahead_MS.pdf
(1.13 MB)
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