美股下跌时,美债却暴跌,市场在讲2020年的“鬼故事”?

华尔街见闻
09 Apr

标普500指数周二一度上涨4.1%,但最终却收跌1.6%。但与此同时更令市场担忧的是,美债市场遭到大幅抛售,收益率大幅飙升。十年期美债收益率两天大幅上涨30个基点美股下跌时,美债却暴跌,这是非常罕见的情况,这是否代表着市场正在重演五年前的“鬼故事”?对冲基金正在大规模清仓基差交易,重现2020年3月危机时情景。英国《金融时报》分析认为,目前基差交易的清算尚未对美债市场造成重大干扰。但是这一潜藏的...

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