机构:9月美联储加息仍存悬念 对长期债券投资保持谨慎

格隆汇
Sep 01
法国忠利资产管理公司(Generali Asset Management)宏观与市场研究主管托马斯·亨佩尔在一份报告中表示,9月美联储加息仍是一项势均力敌的判断,因此该机构对长期债券投资保持谨慎。亨佩尔表示,就政策利率而言,我们认为美联储在中期选举之后加息一次的判断较为胶着。7月核心PCE通胀表现更具黏性,加上美联储主席凯文·沃什在杰克逊霍尔会议上的鹰派表态,使加息提前的风险有所上升。忠利资产管理公司仍对长期债券投资保持谨慎,并预计长期国债收益率将继续维持区间波动,不过美国长期收益率面临的风险仍偏向上行。

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