摩根士丹利:若市场隐含的利率低点下行 则10年期美债收益率或跌破4%

港股那点事
Feb 26, 2025

格隆汇2月26日|摩根士丹利策略师表示,美国国债收益率与市场隐含的美联储政策利率低点正相关,他们预测这可能会导致美国10年期国债收益率跌破4%。“我们认为,市场隐含的利率低点定价有更多下行空间,”策略师Matthew Hornbach等人周三在发给客户的报告中表示他们指出,如果市场隐含的联邦基金利率低点从目前接近3.65%的水平跌至2024年10月的3.25%,则美国10年期国债收益率可能跌破4%...

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