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策略师:财政政策可能引发美国国债大幅重新定价

2025-05-23 14:59:50
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ChainCatcher 消息,据金十报道,SEB Research 首席利率策略师 Jussi Hiljanen 在一份报告中说,美国长期国债收益率可能会进一步上升,部分原因是市场对美国政策的信心正在消退。

Jussi Hiljanen强调, “对美国政策的信任受到侵蚀,考虑到外汇对冲成本,估值缺乏吸引力,以及投资者转向欧洲债券,都表明长期美国收益率面临结构性上行压力,预计长期国债收益率将温和上升,但财政政策可能引发美国国债大幅重新定价。”

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