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「特朗普行情」突然回歸,美國國債價格大跌 @ 2024-07-05T Back Hot News
Keyword:川普 特朗普 美債 普勝
Concept:特朗普勝選 , 美國總統拜登
華爾街策略師認為,若川普11月勝選,在明年1月再度入主白宮,通膨可能更僵固,長天期美債殖利率可能走高,敦促客戶為此布局。摩根士丹利策略師霍恩巴赫與丁格拉策略師表示,押注長期利率看漲此其時矣。上周辯論後的民調顯示川普勝選機會提高,代表投資人必須審視可能導致聯准會(FED)降息更多次的經濟政策,再加上若共和黨在國會選舉大勝,將擴張財政,為長債殖利率帶來上漲壓力。
摩根士丹利:川普勝選前景提升美債利率曲線陡化交易吸引力
大選首辯的結果促使分析師就如何為特朗普勝選做部署給出了一系列建議。巴克萊推薦投資者在美債市場買入通脹對沖產品。

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