摩根大通策略师建议将抛售2年期美国国债作为一项“战术性”交易,理由是经济增长前景稳健将使美联储难以大幅降息。“经济基础稳固,凯文·沃什即便获得确认并接任美联储主席一职,想要左右联邦公开市场委员会的决策也将面临挑战,” Jay Barry领导的策略师团队在一份报告中写道。交易员们目前预计美联储将在7月降息25个基点,年底前将再降息一次。在本周早些时候强于预期的就业数据公布前,市场几乎笃定美联储会在6月降息。
摩根大通策略师建议将抛售2年期美国国债作为一项“战术性”交易,理由是经济增长前景稳健将使美联储难以大幅降息。“经济基础稳固,凯文·沃什即便获得确认并接任美联储主席一职,想要左右联邦公开市场委员会的决策也将面临挑战,” Jay Barry领导的策略师团队在一份报告中写道。交易员们目前预计美联储将在7月降息25个基点,年底前将再降息一次。在本周早些时候强于预期的就业数据公布前,市场几乎笃定美联储会在6月降息。
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