美债收益率与美元在第三季度表现分化 -- 市场观察

投资观察
Sep 30

美东时间0910 - 随着市场面临美国政府可能关门的局面,美债收益率正走向连续第三个季度的下跌。与此同时,尽管美元近期走弱,但仍有可能在第三季度收高。

昨日有关OPEC+增产的报道引发油价下跌,缓解了通胀担忧,这可能对收益率和美元构成拖累。投资者目前预期美联储本月进行第二次25个基点降息的概率为93%,高于昨日的90%。

10年期美债收益率目前为4.125%。WSJ美元指数下跌0.2%,美元兑日元走弱0.5%,兑欧元汇率持平。

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