周三美股开盘走低令午后美联储利率决议的市场压力进一步加大。负面情绪主要源于油价飙升此前特朗普在接受福克斯新闻采访时表示美

智通财经
Jul 30
周三美股开盘走低令午后美联储利率决议的市场压力进一步加大。负面情绪主要源于油价飙升此前特朗普在接受福克斯新闻采访时表示美国将对伊朗实施强力打击以回应中东地区人员遭遇的突袭事件。10年期美债收益率小幅上行至4.62%逼近年内高位。对美联储决策更为敏感的2年期美债收益率上涨约3个基点至4.3%同样接近年内峰值。交易员普遍希望沃什领导的美联储能够释放信号表明其认为伊朗战争引发的油价冲击是暂时性的不会急于在今年内加息。不过也有部分观点认为一次加息亦属合理且能通过彰显美联储遏制通胀的决心起到安抚长端利率曲线的作用。

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