【机构分析：对美债转向谨慎 特朗普政策将助推通胀】金十数据2月26日讯，资产管理公司Candriam固定收益部门全球主管Nicolas Jullien在说明中表示，尽管Candriam仍维持对美国国债的中性评级，但其对美债的看法变得更加谨慎。近期国债大幅上涨，导致收益率下降。Candriam认为，尽管还没有达到减持评级的水平，但在大多数方面美债的前景是负面的。近期油价下跌使收益率下降，但由于特朗普的政策，通胀率仍有可能上升。“市场已计价美国政策的通胀效应，但这（暂时）被更便宜的能源所掩盖。”
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.