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給降息預期「潑冷水」!手握1.3萬億美元的資管巨頭PGIM:美聯儲仍可能加息,看空美債作者智通財經 @ 2024-06-17T Back Hot News
Keyword:汽車 中國 新能源車
Concept:
通膨與就業數據雙雙減弱,使美債殖利率13日延續跌勢。根據TRADEWEB的資料,指標性的10年期美債殖利率13日盤中降至4.265%,低於前市的4.294%。債券殖利率下滑意味價格上漲。
美債殖利率進一步下滑 專家:債市獲利機會來啦
根據美國財政部公布外國持有美債金額,截至3月底,台灣以持有2,590億美元登上美國第11大債主,美債殖利率從去年彈升到聯准會(FED)最後一次升息以來最高水准約5%之後,長天期美債ETF成為市場資金追逐焦點。
美債殖利率的下行趨勢已經提前走得太遠,近期仍有小幅走高的風險;長期來看,債券殖利率可能將短暫在美國總統大選中得到支撐,但隨著美國經濟數據的公布,預期聯准會明年將有4次降息、2026年降息2次,使聯邦基准利率降至3.75%,長期債券殖利率仍將會隨降息循環逐漸下降。
美債懶人包:如何買賣?殖利率怎麼看?美債與股市的關系影響

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