摩根大通认为，市场对欧洲会因贸易争端而报复性抛售美债的担忧过度了。报告指出，欧洲持有的美债主要为私人资产，政府难以强令抛售，且当前市场久期仓位已很低，缺乏类似去年4月因拥挤平仓导致收益率飙升的基础。不过，在战术上仍需对技术面破位保持警惕。全球债券市场正经历着剧烈的波动，一方面，日本政坛的突变导致日债收益率飙升，带动全球收益率曲线陡峭化；另一方面，特朗普总统关于格陵兰岛的关税威胁引发了市场对“去美元...
Source Link摩根大通认为，市场对欧洲会因贸易争端而报复性抛售美债的担忧过度了。报告指出，欧洲持有的美债主要为私人资产，政府难以强令抛售，且当前市场久期仓位已很低，缺乏类似去年4月因拥挤平仓导致收益率飙升的基础。不过，在战术上仍需对技术面破位保持警惕。全球债券市场正经历着剧烈的波动，一方面，日本政坛的突变导致日债收益率飙升，带动全球收益率曲线陡峭化；另一方面，特朗普总统关于格陵兰岛的关税威胁引发了市场对“去美元...
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