汇丰银行上调了对美国国债全期限收益率的预测。汇丰美国利率策略师迪拉吉·纳鲁拉在报告中表示,此次调整反映出该行认为未来货币政策可能呈现更偏鹰派的路径,同时长期美债收益率的结构性底部也将更高。汇丰目前预计,2026年底两年期美债收益率为4.20%,此前预测为3.85%;2027年底预计为3.95%,此前预计为3.50%。对于10年期美债收益率,汇丰目前预计2026年底将达到4.65%,此前预计为4.30%;2027年底预计升至4.75%,此前预计为4.40%。
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