Thomas Sy
@ThomasGSy
Global asset allocator at @NYLIManagement | Institutional Customized Solutions | Digital Assets | RWA | Global Market Strategy
参加 November 2025
579 フォロー中 128 ファン
30Y yields broke 5%. 10Y at 4.46%. Markets pricing a Fed hike. This is the environment liquidity and shorter-duration credit matters.
→ Private credit at 9.5% & locked up vs. public credit HY at 8%+ 👉~150 bps illiquidity premium.
もっと見る
