【BTIG:通胀超预期美债收益率却“涨不动”,“利率与纳指同跌”或成最痛的交易】智通财经APP获悉,美国投行 BTIG 周三表示,在通胀数据高于预期之后,债券市场呈现出的典型"消息失灵"(news
failure),确认美国国债收益率(SHY、TLT、IEF)已经触及战术性顶部。这一变化为股票市场埋下了一笔极具反向意味的陷阱交易——"利率下行、纳斯达克反而下跌"。
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