沃什强调抗通胀 美债短端收益率上涨

格隆汇
Aug 28
美国短期国债收益率上涨。美联储主席沃什在备受市场关注的讲话中强调,美联储需要遏制消费价格上涨,从而缓解了市场对其抗击通胀能力的部分担忧。沃什发表讲话期间,短期美债遭到抛售,长期美债则上涨。两年期美债收益率上升5个基点至4.28%,30年期收益率下降1个基点至5.19%。这两项变动均表明,市场预计美联储可能需要上调短期利率。自沃什6月首次举行新闻发布会以来,债券交易员一直对他的政策立场存在疑虑。当时,沃什强调需要压低通胀,并表现出偏鹰派的立场。自2021年全球经济从疫情中重新开放以来,美国通胀率一直高于美联储2%的目标。但7月美联储再次维持利率不变,沃什也没有透露今年是否可能加息。随后,长期美债收益率大幅上升,因为交易员要求获得更高的回报,以补偿通胀加剧带来的风险。沃什周五警告称,通胀并未出现有意义的放缓,并表示政策制定者必须确信通胀正在改善,否则央行“还有工作要做”。他还重申,政策制定者将把通胀率拉回2%的目标,并强调这一目标是明确且固定的。

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