富达国际全球宏观与战略资产配置主管Salman Ahmed表示，受对财政赤字以及美联储独立性的担忧影响，美国长期国债依然脆弱。

　　他称，“我们担心的是曲线的30年期这一段”，他尤其对长期债券可能下跌的速度之快感到担忧，可在短短几天内就把收益率推高25至30个基点。

　　Ahmed补充说，如果劳动力市场持续走弱，共和党可能实施财政支持，加大长期国债面临的阻力。

　　他指出，尽管市场波动性开始回落，但实际利率仍处于“非常高，且顽固的水平”。

　　Ahmed更看好短至中期的高收益债券，而非投资级信用债；后者更容易受到政府债券潜在波动的冲击。

 

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责任编辑：刘明亮

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