西太平洋银行:挪威主权财富基金减持债券预示市场将迎来重新定价

格隆汇
Sep 04
西太平洋银行表示,挪威主权财富基金拟减持政府债券,有报道称其中可能包含规模可观的美国国债,这一情况并不出人意料。该行金融市场策略主管马丁・惠顿在研报中写道:“自解放日以来,政治与经济大环境已然改变,海外对美债的配置规模不再增长。”“受政治环境影响,想要找到占比35%的海外买家已变得更为困难。”

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