全球债券抛售持续将美国10年期国债收益率推升至2025年初以来最高水平,在8月淡季交投中,投资者对通胀和企业债券供应过剩保持警惕。从欧洲到日本的主权债券市场均出现类似走势,受通胀前景不确定性和债券买家结构变化推动。当天早些时候,德国通过银行出售了30年期国债,收益率创15年来最高水平。BMO资本市场美国利率策略主管伊恩·林根表示:“国债抛售本身已成为一个宏观事件。”此外,林根认为,美联储下月不会加息,但这并不意味着市场会在决策前夕定价零概率。沃什取消前瞻指引无疑使政策前景变得更加复杂。
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