比推消息,美债市场强势反弹,10 年期收益率跌至 4.26%,创五年来上半年最佳表现。市场普遍押注美联储今年将降息两次,数据显示 7 月降息机率虽低但已升至 20%。投资人忽略特朗普税改不确定性,聚焦即将公布的就业数据与通胀走势。若非农数据疲软、通胀仍受控,将大幅推升市场对提前降息的预期。
比推消息,美债市场强势反弹,10 年期收益率跌至 4.26%,创五年来上半年最佳表现。市场普遍押注美联储今年将降息两次,数据显示 7 月降息机率虽低但已升至 20%。投资人忽略特朗普税改不确定性,聚焦即将公布的就业数据与通胀走势。若非农数据疲软、通胀仍受控,将大幅推升市场对提前降息的预期。
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