摩根士丹利建议做多美国国债押注其跑赢通胀保值债券

环球市场播报

01-29

　　摩根士丹利策略师建议客户做空10年期通胀保值国债（TIPS），买入10年期美国国债，以期从通胀降温和盈亏平衡率可能逆转中获利。

　　Aryaman Singh等策略师建议押注10年期盈亏平衡通胀率将从目前的2.4%左右跌至2.15%，止损目标设在2.5%。

　　策略师们在报告中写道，盈亏平衡通胀率相对于名义国债收益率已经扩大太多，如果美国国债收益率下跌，则反转时机成熟。

　　随着通胀降温，他们预计国债收益率的下降速度将快于TIPS收益率。

海量资讯、精准解读，尽在新浪财经APP

责任编辑：李桐

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Singh等策略师建议押注10年期盈亏平衡通胀率将从目前的2.4%左右跌至2.15%，止损目标设在2.5%。\n　　策略师们在报告中写道，盈亏平衡通胀率相对于名义国债收益率已经扩大太多，如果美国国债收益率下跌，则反转时机成熟。\n　　随着通胀降温，他们预计...</p>\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-01-29/doc-inehqerp7128678.shtml\">网页链接</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2133065610.SGD","symbol_name":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-01-29/doc-inehqerp7128678.shtml","article_id":"2507489145","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2507489145","pubTimestamp":1738080240,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"摩根士丹利策略师建议客户做空10年期通胀保值国债（TIPS），买入10年期美国国债，以期从通胀降温和盈亏平衡率可能逆转中获利。\n　　Aryaman 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Singh等策略师建议押注10年期盈亏平衡通胀率将从目前的2.4%左右跌至2.15%，止损目标设在2.5%。\n　　策略师们在报告中写道，盈亏平衡通胀率相对于名义国债收益率已经扩大太多，如果美国国债收益率下跌，则反转时机成熟。\n　　随着通胀降温，他们预计国债收益率的下降速度将快于TIPS收益率。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李桐","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0}}}