格隆汇1月7日|随着美国10年期国债收益率再度攀升,美国银行策略师预测交易员可能会重新视强劲的经济数据为负面信号,因为这暗示着美联储将需要在更长时间内把利率维持在高位。Ohsung Kwon领衔的团队周二在给客户的报告中表示,对增长的恐慌正在消退,通胀和利率正逐渐吸引更多的关注。自8月出现抛售以来,美股一直携债券收益率上涨,但随着10年期收益率升破4.5%,美国银行认为“市场正转向‘好消息就是坏消息’的模式”。
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