最新一期聚焦外汇及固定收益领域的市场动态，全天独家发布于道琼斯通讯社。
格林威治时间0508——市场普遍预期，美联储主席凯文·沃什将在周五的杰克逊霍尔研讨会上，就央行应对通胀问题的策略给出实质性更新。此前，在7月新闻发布会上，美联储传递出的信号混杂不清，令投资者感到困惑。Algebris公司的加布里埃尔·福阿在一份报告中指出：“迄今为止，美联储一直回避提供清晰的远期指引，导致其政策反应机制异常不确定。”这位全球信贷投资组合经理认为，这种不确定性正推动美国国债收益率曲线趋陡，长期收益率成为主要的释放阀。福阿进一步表示：“这在某种程度上与财政部长斯科特·贝森特试图通过压低长期收益率来实现的目标相悖，也可能表明，美联储与财政部之间的协调程度，低于部分市场参与者此前的预期。”
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