机构:债券市场一直在替美联储发挥部分政策作用

格隆汇
Sep 03
CIFC资产管理公司董事总经理娜塔莉娅·洛耶夫斯基在一份报告中表示,从某种程度上说,债券市场一直在替美联储发挥部分政策作用。她表示,美国两年期国债收益率一段时间以来一直明显高于联邦基金利率,“这本身就是美联储货币政策的一个体现”。她还表示,值得注意的不仅是债券市场的变化,货币政策预期也正在出现趋同。“美联储和市场目前都在计价什么?大概是60%的9月加息概率。”

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