比推消息,据金十报道, 美国利率策略师 Ira Jersey 表示,虽然很难称整体数据表现强劲,但利率市场的平淡反应并不令人意外。我们更关注薪资增长情况——其同比增速已放缓至 3.5%,为本轮周期最低水平。因此美联储仍可能采取行动,但需要看到 12 月的非农和零售销售数据后才能判断其是否会在 12 月有所动作。鉴于当前数据缺乏明确的趋势性转变,我们认为长期利率将继续维持区间波动。
比推消息,据金十报道, 美国利率策略师 Ira Jersey 表示,虽然很难称整体数据表现强劲,但利率市场的平淡反应并不令人意外。我们更关注薪资增长情况——其同比增速已放缓至 3.5%,为本轮周期最低水平。因此美联储仍可能采取行动,但需要看到 12 月的非农和零售销售数据后才能判断其是否会在 12 月有所动作。鉴于当前数据缺乏明确的趋势性转变,我们认为长期利率将继续维持区间波动。
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