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策略師:財政政策可能引發美國國債大幅重新定價

2025-05-23 14:59:50
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ChainCatcher 消息,据金十報導,SEB Research 首席利率策略師 Jussi Hiljanen 在一份報告中說,美國長期國債收益率可能會進一步上升,部分原因是市場對美國政策的信心正在退化。

Jussi Hiljanen強調, "對美國政策的信任受到侵蝕,考慮到外匯對沖成本,估值缺乏吸引力,以及投資者轉向歐洲債券,都表明長期美國收益率面臨結構性上行壓力,預計長期國債收益率將溫和上升,但財政策可能引發美國國債大幅重新定價。"

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