德商银行:油价高企与财政担忧加剧 债券市场仍面临风险

格隆汇
Yesterday
德商银行利率策略师Hauke Siemssen在报告中表示,由于油价仍处于高位,且财政担忧加剧,债券市场仍然脆弱。“全球债券市场仍然面临风险,各期限收益率曲线都在测试多年高位。”尽管今晨市场出现盘整令人鼓舞,但目前看来,市场持续反转的可能性仍然较低,因为推动当前走势的根本因素没有简单解决方案。Siemssen预计,本周美国PCE通胀数据以及年度杰克逊霍尔研讨会释放的政策信号,将为市场提供新的指引,这些数据和会议“应该会引人关注”。

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