【出版时间及名称】：2010年全球货币信贷市场展望
        【作者】：摩根斯坦利
        【文件格式】：PDF
        【页数】：70
        【目录或简介】：
Contents
Page
Introduction 2
10 Trades for 2010 6
Macro Credit Themes
Macro Theme #1: Overall Credit View 7
Macro Theme #2: Global Exit and the Risk of Rising Rates 9
Macro Theme #3: Credit Return Expectations 11
Macro Theme #4: The Style Debate – Alpha vs Beta 14
Macro Theme #5: Credit vs Equities 16
Macro Theme #6: Banks and Financial Regulation 18
Macro Theme #7: Life after TALF - Future of Securitization 22
Macro Theme #8: The Looming Maturity Problem 24
Corporate Credit
US Investment Grade 26
US High Yield 30
US Leveraged Loans 34
European Credit 37
Asia Credit 42
Structured Credit
Tranches and Bespokes: Monetizing Short Convexity 46
Credit Options: Monetizing Low Realized Volatility 48
The Return of the Structured Credit Bid 51
OTC Derivatives Regulation 54
Securitized Products
CLOs 56
RMBS 60
CMBS 64