Odaily星球日报讯 摩根士丹利研究公司的 Vishwanath Tirupattur 和 Serena Tang 在报告中指出,对于美国国债投资者而言,经济放缓和美联储降息预期最为重要。摩根士丹利预计,在这些因素的影响下,美国国债收益率将下降,到 2025 年底,10 年期国债收益率将降至 4.00%,到 2026 年底,10 年期国债收益率将略高于 3.00%。他们说:“我们认为,美联储降息的前景将超过市场目前的定价,这将推动国债收益率走低,尤其是从 2026 年初开始。”(金十)
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