机构:美联储加息空间有限,看好美国10年期国债

格隆汇
Oct 08
Infrastructure Capital Advisors看好美国10年期国债,理由是预计美联储只会再加息一次。该机构首席执行官兼投资组合经理在一份报告中指出,加息一次符合美联储的“点阵图”(即决策者对利率的预测),且少于市场目前的定价预期。他表示:“美国10年期国债收益率通常比美联储联邦基金利率终值高100个基点,因此,我们预计随着疲弱的住房数据以及核心CPI数据低迷将促使美联储暂停加息,美国10年期国债收益率将在5%左右企稳。”

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