瑞银:继续看多 10 年期美债

BitPush
03 Jun

比推消息,瑞银利率策略师在最新报告中表示,由于经济增长风险仍存,该行继续看多 10 年期美债。“我们认为,市场低估了经济放缓的风险,而 5 月和 6 月相对温和的美国 CPI 数据也将支撑 10 年期美债的表现。”策略师们指出,尽管家庭通胀预期指标有所上升,但尚未转化为明显的薪资上涨压力。此外,他们还提到,若美国参议院对众议院提出的“美丽大法案”做出调整,进一步削减支出,也有望缓解市场对财政赤字扩大的担忧。不过,瑞银也认为,在未来几个月内,10 年期美债收益率可能难以跌破 4%。

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