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道明证券:美联储政策正常化将成明年全球利率关键驱动因素

2025-11-17 21:29:47

ChainCatcher 消息,据金十报道,道明证券利率策略师在报告中表示,进入 2026 年,美联储的政策正常化将成为全球利率领域的关键驱动。

策略师指出,市场对美联储长期利率的预期仍 “顽固地” 保持在较高水平,但随着美联储在降息周期中持续推进,市场最终将下调对长期联邦基金利率的预期。由于全球利率与美国利率之间的联动性仍 “非常强”,美国收益率的下降将有助于抑制其他地区长期借贷成本的上升。

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