美债收益率飙至20年高点 债市老将六年来首度转为看多

格隆汇
Sep 29
在美债基准收益率飙升至20年来的最高点后,华尔街长期关注市场的老将Jim Bianco认为,目前已出现颇具吸引力的进场点,六年来首度转而看多美国国债。尽管这波债券卖压可能尚未结束,Bianco表示,多数期限的美债收益率都已升破5%,使持有债券的风险报酬比愈来愈具吸引力。“现在大家都极度看空债券市场,”Bianco说,“在5.2%的收益率水准买进债券,已经有一大块厚实的缓冲。现在不是为此惊慌失措的时候。”

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