杰富瑞:5年期美债收益率升至5%,对长期投资者具有较强吸引力

格隆汇
Oct 12
杰富瑞全球经济学家莫希特·库马尔表示,对于长期投资者而言,5年期美债收益率达到5%,是一个非常具有吸引力的买入水平。库马尔指出:“问题在于,大多数投资者考虑的是11月底或12月底的情况,因为那是他们的年终考核时点,而不是从长期投资的角度出发。”他表示,虽然高企的油价和财政赤字担忧仍是推动美债收益率维持高位的主要原因,但临近年底这一季节性因素,也使投资者不愿积极买入美债,导致市场缺乏足够的买盘承接。

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