花旗:美债遭抛售可能暗示避险资产结构在调整

格隆汇
08 Apr

格隆汇4月8日|花旗集团表示,美债市场隔夜遭抛售可能与风险偏好回升有关,但同时美国高收益信用债利差扩大却表明的是相反情况。“美国国债的下跌可能预示着一种格局的转变,美国国债不再是避险时期的全球固定收益避风港,”花旗G-10利率交易部门策略师Ben Wiltshire在报告中写道。相反,投资者可能会选择可替代的G-10主权债,例如欧洲和澳大利亚的主权债券。部分原因是对美国赤字和债券供应的重新关注;...

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