城堡证券认为增长疲弱或将压制欧洲债券收益率上行空间

智通财经
Yesterday
【城堡证券认为增长疲弱或将压制欧洲债券收益率上行空间】城堡证券表示,能源冲击和央行收紧政策推动欧洲债券收益率走高,但这些因素最终可能通过削弱欧洲经济而限制收益率进一步上升。欧洲央行上周以通胀风险上升为由加息后,欧洲和英国债券成为全球债市抛售中受冲击最严重的品种。欧洲对进口能源的依赖促使交易员为央行进一步加息做准备。但城堡证券的EMEA固定收益销售主管Nohshad Shah表示,经济增长可能受到的冲击或会限制利率进一步上升的空间。能源成本上升和通胀担忧也在推动美国国债收益率走高,但城堡证券认为,美国利率还有更大的上升空间。Shah表示,美国拥有规模庞大的石油和天然气产业,因此更不容易受到能源成本上涨的冲击。AI投资热潮也为美国经济提供了足够的缓冲,使其能够在更长时间内承受较高利率。他补充称,这种分化最终可能体现为欧洲收益率曲线中段的远期利率低于美国。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10