机构:中东和平前景不明 通胀挂钩债券仍具优势

格隆汇
Yesterday
RBC蓝湾资产管理固定收益主管Mark Dowding表示,在中东和平协议前景仍不明朗之际,该机构继续看好通胀挂钩债券和通胀掉期的表现。根据LSEG数据,货币市场目前已完全计入美联储12月加息25个基点的预期。Dowding表示:“在中东方面,达成和平协议的希望继续减弱,看来我们将在较长时间内处于一个灰色地带。经霍尔木兹海峡的贸易流量仍仅为战争爆发前水平的一小部分。”

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