当前正值跳入长期国债的风险时期。Harbor Capital的杰克·舒尔迈尔表示,本月预期的美联储降息不会削弱长期收益率。由于通胀仍高于美联储2%的目标,降息存在推高消费者价格的风险。舒尔迈尔称,经济活动预计将保持相对强劲,进一步加剧通胀风险。这些因素使得长期内加息的可能性更大,这也是10年期及以上期限国债收益率下降速度远慢于短期期限的原因。截至昨日,10年期收益率今年下降0.488个百分点,而2年期收益率下降0.703个百分点。
当前正值跳入长期国债的风险时期。Harbor Capital的杰克·舒尔迈尔表示,本月预期的美联储降息不会削弱长期收益率。由于通胀仍高于美联储2%的目标,降息存在推高消费者价格的风险。舒尔迈尔称,经济活动预计将保持相对强劲,进一步加剧通胀风险。这些因素使得长期内加息的可能性更大,这也是10年期及以上期限国债收益率下降速度远慢于短期期限的原因。截至昨日,10年期收益率今年下降0.488个百分点,而2年期收益率下降0.703个百分点。
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