【瑞穗证券:10年期美债收益率看起来不太可能进一步上涨】瑞穗证券称,随着高收益率吸引投资者需求,美债抛售可能会放缓。“美联储加息预期正日益反映到收益率曲线短端,帮助推高了10年期收益率,”瑞穗证券驻东京的高级债券策略师Hidehiro Joke称,“看起来10年期收益率不太可能进一步升向5.25%或5.5%,因为持有收益应该足以抵消融资成本的略微上涨”,“随着关税影响减弱,通胀料将放缓。我怀疑美联储不会像目前市场预期的那样,一直维持高利率而不降息”。
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