三菱日联:贝森特与沃什讲话前,美元面临下行风险

格隆汇
Yesterday
三菱日联策略师Derek Halpenny在报告中表示,在美国财政部长贝森特讲话以及美联储杰克逊霍尔研讨会召开前,美元面临下跌风险。美国财政部上周宣布增加长期债券回购规模后,贝森特可能于晚些时候公布有关财政整固计划的信息。美联储主席沃什定于周五在杰克逊霍尔发表讲话。Halpenny表示,沃什可能继续较少释放有关未来政策的信号,“如果届时仍没有公布可信的财政整固措施,债券市场长端可能尤其受到冲击。”

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