花旗看好新興市場主權債券押注利率下行及美元走弱

格隆匯APP

2025/07/18

格隆匯7月18日｜花旗集團將新興市場本幣主權債券評級上調至「超配」，押注於利率下行，以及關稅擔憂加劇將導致美元走弱。分析師Dirk Willer和Adam Pickett等人在周四的報告中寫道，儘管美國6月通脹數據顯示關稅傳導效應的早期跡象，但服務價格放緩可能會使通脹保持在受控範圍內。他們表示，這「最終可能使聯儲局在2025年下半年重啓寬鬆周期」，這通常利好新興市場。

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             </p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量資訊、精準解讀，盡在新浪財經APP</div>\n</div>\n</div></body></html>\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://finance.sina.com.cn/stock/bxjj/2025-07-18/doc-inffwpwp9200120.shtml\">格隆匯APP</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0106831901.USD","symbol_name":"貝萊德世界金融基金A2","start_time":0,"source_url":"https://finance.sina.com.cn/stock/bxjj/2025-07-18/doc-inffwpwp9200120.shtml","article_id":"2552450814","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2552450814","pubTimestamp":1752822780,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"格隆匯7月18日｜花旗集團將新興市場本幣主權債券評級上調至「超配」，押注於利率下行，以及關税擔憂加劇將導致美元走弱。分析師Dirk Willer和Adam Pickett等人在周四的報告中寫道，儘管美國6月通脹數據顯示關税傳導效應的早期跡象，但服務價格放緩可能會使通脹保持在受控範圍內。他們表示，這「最終可能使聯儲局在2025年下半年重啓寬鬆周期」，這通常利好新興市場。              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花旗看好新興市場主權債券 押注利率下行及美元走弱

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花旗看好新興市場主權債券押注利率下行及美元走弱