Thomas Sy
@ThomasGSy
Global asset allocator at @NYLIManagement | Institutional Customized Solutions | Digital Assets | RWA | Global Market Strategy
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November 2025
579 ํ๋ก์ ์ค 128 ํฌ
30Y yields broke 5%. 10Y at 4.46%. Markets pricing a Fed hike. This is the environment liquidity and shorter-duration credit matters.
โ Private credit at 9.5% & locked up vs. public credit HY at 8%+ ๐~150 bps illiquidity premium.
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