OakTree Capital：2024年第二季度信贷业绩报告：二元经济（英文版）

Conflicting trends in a bifurcated U.S. economy are creating challenges for central bankers trying to determine their next move and investors determining where to allocate their next dollar. On one hand, the stock market continues to reach unprecedented heights, with more companies now sporting market caps exceeding $1 trillion. As the wealthy have seen their asset bases expand in the last year, they’ve increased their investment activities by participating in both traditional and nascent mar