杰克逊霍尔迎来2009年以来最鹰派讲话,沃什推高美债收益率

智通财经
Aug 29
【杰克逊霍尔迎来2009年以来最鹰派讲话,沃什推高美债收益率】根据目前两年期收益率的涨幅判断,美联储主席凯文·沃什在杰克逊霍尔的讲话是2009年以来最鹰派的一次,甚至超过了杰伊·鲍威尔在2022年和2023年的讲话。在沃什表示2%的PCE通胀目标是“坚定且固定”的,并称美联储仍有工作要做之后,美债收益率在两小时内上涨了约10个基点,至4.33%。之前,本·伯南克在2009年杰克逊霍尔的讲话后,曾出现过更大的全天涨幅。互换市场目前押注到2027年7月前美国将加息数次,这可能安抚了对通胀感到担忧的长期债券持有者。尽管互换市场定价显示美联储、日本央行和欧洲央行都可能在9月加息,但美元兑日元和欧元仍有所上涨。

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