道明证券:美国长期国债收益率虽具吸引力,但投资者信心不足

格隆汇
Aug 20
道明证券策略师Gennadiy Goldberg和Molly Brooks在一份报告中指出,从实际收益率和名义收益率来看,美国长期国债收益率目前颇具吸引力,但投资者信心不足,意味着短期内收益率可能继续承受压力。两位策略师表示:“我们认为,要缓解长期国债的压力,市场需要美联储在通胀问题上发出更可信的声音、美国财政部更明确地暗示将减少长期国债供应、投资者需求改善、投资级债券供应放缓,或者经济增长担忧再次浮现。”美国财政部周三表示,将增加对长期国债的回购,以抑制借贷成本的急剧上升。

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