智通财经APP获悉，贝莱德投资研究所将其对欧洲政府债券的立场从“略微低配”调整为“中性”，理由是其收益率相较于美国国债更具吸引力。Jean Boivin和Wei Li等策略师在一份报告中表示：“我们更偏好欧元区政府债券和信贷产品，而非美国债券。”“其收益率具有吸引力，期限溢价也相较美国国债更接近我们的预期。”此外，在欧元区内部，贝莱德表示，其更偏好意大利和西班牙等边缘国家的国债。
美国国债在上月取得了自2月以来的最佳单月表现，但在过去一周再度遭到抛售，原因是交易员在强劲的美国6月非农就业数据公布后下调了对美联储于7月降息的预期。策略师们认为，顽固的通胀将导致美联储不会大幅降息。他们还认为，美国政府财政赤字高企可能促使投资者在持有长期美债时寻求更多补偿。
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