BlockBeats 消息,5 月 30 日,BlueBay 首席投资官 Mark Dowding 在一份报告中指出,目前 30 年期美国国债在 5.0% 的收益率水平附近获得买盘支撑。
Dowding 称:然而,我们担心,在美国债务不断增长之际,多数海外投资者似乎倾向于减少对美国资产和美元的配置。他表示,随着债务水平上升,新增供应将依赖美国国内投资者消化。Dowding 补充称,美国国债收益率曲线仍相对平坦,未来几周可能重新出现陡峭化趋势(即短期和长期债券收益率差距扩大)。(金十)
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