富达国际认为，美国经济不太可能维持目前的增长率，如果放缓，可能刺激美国国债市场出现实质性上涨。

　　“我不相信美国出现了生产力增长奇迹，会永远以3%的速度增长，”该公司的资深投资组合经理Mike Riddell表示，他将经济的超群表现归功于财政刺激。“我们原以为会更早放缓”。

　　“如果我们确实开始看到美国经济增长令人失望，那么就可能为债券的实质性上涨开辟道路”。

　　警告称如果美国数据表现意外糟糕，美国国债空头头寸可能会迅速平仓。

　　“当头寸如此拥挤时，就变得非常危险，”他说道。“这给我敲响了警钟”。

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责任编辑：王许宁

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