金吾财讯 | 摩根大通发研报指，称由于市场已经消化美联储多次降息的预期，相信美国国债不太可能在明年重现今年的强劲表现，预计10年期美债孳息率在今年下降约50个点子至4.08%后，于明年底升至4.35%，较市场平均预期的4.06%显得较为悲观。今年以来美债回报超过6%，预计将创下自2020年以来的最佳年度表现，因美联储已降息两次。利率掉期市场显示，交易员预计未来一年将有近四次降息，每次降息幅度为四分一厘，当中包括在本月10日的降息。不过，摩通预计美联储只会降息两次，分别为下周以及明年1月，相信美国经济能够承受压力，不会出现崩溃。
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