印度债券交易员普遍不安 担忧央行抽资引发持续低迷

格隆汇
Yesterday
印度债券交易员普遍感到不安,他们担心央行抽走金融体系过剩现金的行动,恰逢通胀抬头和全球债市抛售加剧,将引发持续低迷。印度最大政府债券承销商之一ICICI证券一级交易商和IDFC第一银行等预测,基准10年期国债收益率可能突破5月创下的2026年高点,并在12月31日前升至7.25%,这将是三年最高水平。花旗集团将印度央行加息预期从12月提前至10月。星展银行孟买资金部主管Ashhish Vaidya说:“前景混乱,很难判断收益率峰值,情况已明显改变,交易员正为更具挑战性的供应形势和更高通胀重新布局。”

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