三重“完美风暴”下,美债牛市将至?

华尔街见闻
24 Mar

伴随美国私营部门的去杠杆、特朗普关税的进一步扩大以及美联储降息路径的重新定价,美债或许正处于牛市前夜。 摩根士丹利的Matthew Hornbach分析师团队近日公布研报指出,美国正面临三重“完美风暴”:私营部门去杠杆化加速、贸易摩擦升级(特朗普预计在4月2日公布对等关税)以及市场重新定价美联储降息路径。这将推动美债收益率进一步下行,10年期美债收益率可能跌至3.85%甚至3.75%。 私营部门...

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