平安首经团队:钟正生 投资咨询资格编号:S1060520090001张 璐 投资咨询资格编号:S1060522100001范城恺 投资咨询资格编号:S1060523010001核心观点2024年10月7日,10年美债利率升破4%大关,为7月31日以来首次;10月11日收于4.08%,自美联储9月18日降息以来累计上涨了43BP。 美债利率为何大幅上行?一是,9月下旬以来,市场降息预期上修...
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