【中信证券:当前市场看跌美债情绪较高,长端美债利率短期仍有上冲可能】 中信证券表示,当前市场看跌美债情绪较高,长端美债利率短期仍有上冲可能,但在市场对近期负面因素都有较为充分的反应后,“美债义警”或将给特朗普“OBBB刺激美国经济增长能够扭转债务问题颓势”的“辩解”一次机会。若美国经济数据转弱,同时财政轨迹未能扭转,届时长端美债或将面临更大的抛售压力。此外,后续还需关注美国通胀反弹以及债务上限解决后美债供给释放等因素可能给美债利率带来的上行动力。

金融界
Yesterday
中信证券表示,当前市场看跌美债情绪较高,长端美债利率短期仍有上冲可能,但在市场对近期负面因素都有较为充分的反应后,“美债义警”或将给特朗普“OBBB刺激美国经济增长能够扭转债务问题颓势”的“辩解”一次机会。若美国经济数据转弱,同时财政轨迹未能扭转,届时长端美债或将面临更大的抛售压力。此外,后续还需关注美国通胀反弹以及债务上限解决后美债供给释放等因素可能给美债利率带来的上行动力。

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