格隆汇5月23日丨花旗从全球资产配置的角度来看,市场可能需要更多的期限溢价才能使美国国债企稳。鉴于美国同比通胀可能上升,花旗坚持减持美国国债。不过,花旗表示,美国利率下跌的时机很难预测。收益率曲线变陡也是一种全球现象,而不仅仅是由美国国债推动的。
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