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XRP $1.38 -1.04%
SOL $83.74 -1.01%
TRX $0.3235 -0.68%
DOGE $0.0994 +1.66%
ADA $0.2468 +0.42%
BCH $448.94 +0.05%
LINK $9.24 +0.00%
HYPE $39.94 -4.09%
AAVE $96.89 +0.76%
SUI $0.9249 -0.08%
XLM $0.1620 -1.84%
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机构:降息预期过度,美债进入超调区间

2024-08-02 19:32:32
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ChainCatcher 消息,加拿大皇家银行旗下资管公司 BlueBay 首席投资官马克·道丁表示,美国国债最近的上涨看起来有些过度,市场可能已经消化了美联储降息的影响。鉴于在 2024 年剩余时间内将降息 80 个基点,我们认为这是一个超调区间,公允定价为降息一至两次。鉴于这一观点,倾向于对近期美债收益率的走势进行逆向操作。(金十)

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