美债受油价高企拖累而走弱 两年期收益率创去年1月以来新高

智通财经
Sep 09
【美债受油价高企拖累而走弱 两年期收益率创去年1月以来新高】美国国债下跌,交易员担心油价上涨将加剧通胀,并进一步增加美联储加息的压力。美国两年期国债收益率上升2个基点至4.42%,为2025年1月以来最高。10年期国债收益率徘徊在4.81%附近,接近上周触及的三年高点。随着中东冲突再次升温,油价持续攀升,布伦特原油自7月以来首次升破每桶100美元。与此同时,美国财政部长斯科特·贝森特稍后将公布,在扩大国债回购计划以遏制美债收益率上升方面,他初步愿意采取多大力度的行动。瑞穗国际多资产策略师Evelyne Gomez-Liechti表示:“高油价持续得越久,市场就越难忽视由此带来的通胀压力。就目前而言,只要能源价格保持强势,市场就很难维持有实质意义的反弹。”

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