策略师:美债遭抛售反映经济增长预期转向乐观

美港电讯
06 Jun

【策略师:美债遭抛售反映经济增长预期转向乐观】金十数据6月6日讯,纽约FHN金融宏观策略师Will Compernolle表示,(美债)抛售实质上反映了市场对经济增长预期转向乐观的判断。我们再次见证了经济硬数据的韧性,尽管尚未最终落定,但关税缓和已取得积极进展。此前市场担忧的“末日情景”——那些被认为随时可能爆发的危机——其发生概率正在显著降低。没有出现人们预期的严重恶化的迹象,这让人松了一口气,对债券市场而言则是利空。

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