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LINK $7.82 +5.31%
HYPE $60.13 +0.15%
AAVE $64.01 +3.44%
SUI $0.7604 +7.04%
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机构:降息预期过度,美债进入超调区间

2024-08-02 19:32:32
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ChainCatcher 消息,加拿大皇家银行旗下资管公司 BlueBay 首席投资官马克·道丁表示,美国国债最近的上涨看起来有些过度,市场可能已经消化了美联储降息的影响。鉴于在 2024 年剩余时间内将降息 80 个基点,我们认为这是一个超调区间,公允定价为降息一至两次。鉴于这一观点,倾向于对近期美债收益率的走势进行逆向操作。(金十)

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