还记得去年“美联储降息,美债收益率反而上行”吗?巴克莱相信:这一次不会了!

华尔街见闻
Oct 15, 2025

去年美联储降息后,美债收益率却反常飙升。如今,历史会重演吗? 据追风交易台消息,随着美联储再次进入降息通道,市场对去年债市“黑天鹅”的记忆犹新,但巴克莱10月14日发布的研报给出了截然不同的预测。 该行认为,导致2024年债市抛售潮的独特条件已不复存在,投资者应为收益率的逐步下行做好准备。 复盘2024:降息周期中的“反常”抛售 巴克莱报告首先回顾了2024年的“反常”现象。在历史上的降息周期中,...

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