1356 ET——CIFC的Natalia Lojevsky在一份报告中指出，长期收益率正被美联储无法掌控的力量推高。Lojevsky表示，上周的加息改变了国债曲线形态，却未能改变其水平。她认为，市场上国债供应过剩、油价突破每桶100美元、AI基础设施的大规模建设以及全球债券抛售潮，如今正在主导收益率的走势。Lojevsky还称，近期5年期国债拍卖的需求为2018年以来最弱，这表明即便在较高水平上，买家对久期也愈发挑剔。她表示：“收益率的风险偏向上行，加息25个基点并不会改变这一点。”
1356 ET——CIFC的Natalia Lojevsky在一份报告中指出，长期收益率正被美联储无法掌控的力量推高。Lojevsky表示，上周的加息改变了国债曲线形态，却未能改变其水平。她认为，市场上国债供应过剩、油价突破每桶100美元、AI基础设施的大规模建设以及全球债券抛售潮，如今正在主导收益率的走势。Lojevsky还称，近期5年期国债拍卖的需求为2018年以来最弱，这表明即便在较高水平上，买家对久期也愈发挑剔。她表示：“收益率的风险偏向上行，加息25个基点并不会改变这一点。”
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