荷兰国际:未来三到六个月美债十年期收益率料上行

环球市场播报
13 May

  荷兰国际集团(ING)利率策略师在研报中指出,未来三至六个月美国十年期国债收益率可能攀升,因通胀和财政赤字担忧将取代对经济增长的忧虑。

  他们表示:“尽管过去六周经历了关税政策的波动,但最终局面显示此前市场对宏观经济的担忧已出现实质性减弱。”

  在此背景下,策略师认为市场将重新聚焦于高通胀与财政赤字这一组合因素,这可能加剧美债市场的担忧情绪,并抑制市场对美联储降息的预期。策略团队预计,十年期美债收益率将迈向4.50%-4.75%区间,且存在触及5%的风险。

  根据Tradeweb数据,周一上涨8个基点的十年期美债收益率当前持平于4.457%。

海量资讯、精准解读,尽在新浪财经APP

责任编辑:王许宁

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10