https://reports.zhihai.me/tags/barclays/ Recent content in Barclays on 脱水研报 Hugo zh-cn Wed, 26 Aug 2026 10:42:00 +0800 https://reports.zhihai.me/posts/2026-08-26-barclays-global-bonds-r-star-repricing/ Wed, 26 Aug 2026 10:42:00 +0800 https://reports.zhihai.me/posts/2026-08-26-barclays-global-bonds-r-star-repricing/ Barclays 全球宏观特别报告：债市调整尚未到位——主因不是财政期限溢价而是中性利率重估（R*=3.65%）；10Y 合理价值 4.65%-4.95%；当前不具备配置价值。