固定收益文摘坚持到底 HY 漂浮物鼠

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The Fixed Income Digest report highlights the current state of the US economy, which is still strong despite some early signs of economic softening. The report suggests that the US is a preferred destination for risk capital due to the upside economic surprises compared to Europe and China. The report also discusses the potential for continued declines in core CPI inflation, with more pronounced drops expected in the months ahead. The report recommends investors to "Embrace the yield: HY floaters over rate duration" as a trading idea.