美债市场“巨变”:“通胀担忧”压倒“降息预期”

华尔街见闻
Mar 22

在全球债市因能源价格飙升引发通胀恐慌而遭遇猛烈抛售之际,高盛在最新一期《全球利率交易员》报告中警告称:市场定错了价。 报告中,高盛利率策略团队描绘了一幅全球债市被通胀恐惧单边主导的图景:受中东地缘冲突和能源供给冲击影响,全球主要央行集体释放鹰派信号,导致前端利率大幅飙升,“通胀担忧”彻底主导了当下的交易逻辑。 然而,该团队认为,市场对美联储终端利率的持续抛售,已经“与冲击的本质不符”。投资者在狂热...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10