Distributedon:30/01/202412:00:00GMTDeutscheBankDeRuetsscehaercBhankResearchDeutscheBankSecuritizationResearchTheOutlook#PositiveImpactJanuary30th,2024EdReardon+1(212)250-4195edward.reardon@db.comDouglasW.Runte,CFA+1(212)250-9319douglas.runte@db.comConorO-Toole+44(20)754-59652conor.o-toole@db.comKayvanDarouian+1(212)250-4849kayvan.darouian@db.comBipulSinha,CFA+1(212)250-9994bipul.sinha@db.comJamieFlannick+1(212)250-9775jamie-a.flannick@db.comSmitiKaul+1(212)250-9186smiti.kaul@db.comRupeshShrivastavrupesh.srivastav@db.comVivekJohnvivek-a.john@db.com7T2se3r0Ot6kwoPaIMPORTANTRESEARCHDISCLOSURESANDANALYSTCERTIFICATIONSLOCATEDINAPPENDIX1.MCI(P)041/10/2023.UNTIL19thMARCH2021INCOMPLETEDISCLOSUREINFORMATIONMAYHAVEBEENDISPLAYED,PLEASESEEAPPENDIX1FORFURTHERDETAILS.TableofContentsCommercialMBS:Lowerconduitmortgagerates,thedistressedCMBSopportunity,andratingdowngrades.CLO:Viableonceagain–refis/resetsaresettoaccelerate.ConsumerandEsotericABS:Everythingoldisnewagain.TransportationDebt:GlobalaircraftmarketstrengthensinDecember2023;AircraftABSexposuretoGOLbankruptcy.ResidentialMBS:HeavyissuanceandtighterspreadsamidststrongIGfundflows.Econ:USEconomicPerspectives.Rates:USFixedIncomeWeekly:StrategyUpdate.DownloadDBSecuritizationMarketDatabank.xlsxDeutscheBankEdReardonedward.reardon@db.com+1(212)250-4195Research1Issuancebyassett...
发表评论取消回复