贝莱德澳大利亚公司的固定收益主管Craig Vardy表示,随着市场继续消化影响长期国债的财政风险,澳大利亚国债表现可能会优于美国国债。
Vardy周二在网络研讨会上表示,考虑到发行和财政风险,长期美国国债的定价将包含更多期限溢价,而澳大利亚央行可能会继续降息。
澳大利亚10年期国债收益率比美国国债收益率低约20个基点可能标志着利差的下限。
如果收益率比美国国债收益率高出约10个基点,“可能会看到一些人重新开始这种交易”。
“我认为未来澳大利亚10年期国债不会与美债大幅脱钩,两者之间的相关性仍然相当高”。
责任编辑:刘明亮
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.