富国银行:美财政部回购难以压低长期美债收益率,需等待新的催化因素

格隆汇
4 hours ago
富国银行策略师在一份研报中指出,要推动长期美债收益率下降,需要宏观经济层面出现变化。Erik Nelson等富国策略师写道,“从目前来看,我们认为需要出现新的催化因素,才能推动长端收益率进一步下降。”这些因素可能包括经济成长和通胀放缓、美联储资产负债表和利率政策的不确定性下降、财政整顿,或投资级债券发行放缓。

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