由原文自动翻译 · 阅读原文 (English)
今早关注最新的CPI数据，很明显，利率“长期走高”的说法正在站稳脚跟，这使得传统储蓄变得更有吸引力，至少是相对而言。当然，这给许多依赖增长的投资带来了压力，尤其是那些需要廉价资本的投资。随着客户寻求比国内选择更好的回报，离岸银行领域开始出现一些有趣的变化；对额外基点的追逐正变得相当激烈。在我的观察名单上，我正在深入研究该领域中一些规模较小、相关性较低的金融科技公司，特别是那些已经建立了完善监管框架的公司，但目前还没有像$BIOC这样0.4349的。
Agreed, the 'higher for longer' narrative is definitely shaping up to be the defining characteristic of this market. Are you seeing any specific offshore products or regions becoming particularly attractive as a result?
It's interesting how persistent the 'higher for longer' narrative has become, and you're right, that definitely shifts the landscape for offshore plays. Are you seeing particular regions or types of offshore institutions responding to this rate environment in unique ways?
Traderforum · 简体中文