比推消息,美国总统川普解雇 BLS 局长,引发市场对通胀数据政治化的担忧。TIPS 市场(2.1 兆美元)高度依赖 CPI 数据公信力,若信任动摇,恐成美国国债市场首个爆雷点。TIPS 今年表现强劲,反映通胀预期仍高,市场对下周 CPI 报告高度关注。短期美债收益率大跌,投资人押注联准会将提前降息。
比推消息,美国总统川普解雇 BLS 局长,引发市场对通胀数据政治化的担忧。TIPS 市场(2.1 兆美元)高度依赖 CPI 数据公信力,若信任动摇,恐成美国国债市场首个爆雷点。TIPS 今年表现强劲,反映通胀预期仍高,市场对下周 CPI 报告高度关注。短期美债收益率大跌,投资人押注联准会将提前降息。
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