블랙록의 거시 신용 조사 책임자인 아만다 리남은 연준이 금리 인하를 보류하는 것에 대해 논의하면서 “금리 인하 측면에서 반드시 유리한 거시가 아니라 우리가 필요로 하는 거시에 대한 명확성”이라고 말합니다. Lynam은 또한 신용 발행이 기업의 더 높은 금리에 대처하는 능력에 대해 무엇을 보여주는지 조사합니다.
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Amanda Lynam, head of macro credit research at BlackRock, says, “it’s clarity on the macro that we need, not necessarily a favorable macro in terms of rate reduction,” as she discusses the Federal Reserve holding off on rate cuts. Lynam also examines what credit issuance shows about companies’ ability to deal with higher interest rates.
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