机构:美元与收益率分化或反映美联储前景变化

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【机构:美元与收益率分化或反映美联储前景变化】随着市场对美联储政策和地缘政治紧张局势缓解作出反应,美元走强,而美债收益率下降。美联储上周释放出令人惊讶的偏紧缩信号,推动了对今年至少加息一次、甚至可能加息两次的预期,这将对美元构成支撑。Naga.com的Frank Walbaum表示:“美元现货价格可能会继续对近期的加息风险作出反应。“与此同时,油价下跌缓解了对通货膨胀的担忧,令收益率承压。Walbaum表示,美联储关于继续抗击通货膨胀的承诺让市场感到安心,即在潜在的紧缩政策之后,利率将会下降。华尔街日报美元指数上涨0.3%。10年期美债收益率报4.416%,隔夜曾触及4.5%。

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