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去年困擾美股關鍵現不再是問題 @ 2024-02-14T08: Back Hot News
Keyword:美債 美國
Concept:利率美國國債
《美國國債》通脹高撲息減息期望 兩年美債息率創9個月最大升幅
「一旦美聯儲扣動降息扳機導致美國國債發行利率相應下跌,秉承美債持有到期策略的海外資本所獲得的無風險回報率相應減少。因此他們都趕在美聯儲降息前,認購更多高發行利率美國國債以鎖定更高的無風險回報率。」這位美債經紀商認為。目前,不少海外投資者甚至認為,近期可能是他們獲取美債持有到期策略較高回報率的「最後機會」。
《美國國債》憧憬明年減息 10年期美債息率錄一年最大單周跌幅
截至上周結束,10年期美債收益率約為4.8%,比8月再融資前高出逾四分之三個百分點。即使在三周前以色列和哈馬斯戰爭爆發以來,收益率仍然居於高位,而以往這種地緣政治沖突可能會刺激對美國國債的避險需求。以色列周末對加沙展開地面進攻,將再次考驗以前的舊常態。

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