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BTC $71,160.44 -3.34%
ETH $1,998.25 -0.23%
BNB $693.13 -2.09%
XRP $1.29 -2.69%
SOL $80.70 -1.33%
TRX $0.3434 -1.82%
DOGE $0.0999 +0.29%
ADA $0.2300 -1.44%
BCH $292.73 -2.48%
LINK $9.02 -0.50%
HYPE $72.33 +2.73%
AAVE $80.06 -1.93%
SUI $0.8770 -0.46%
XLM $0.2474 -0.66%
ZEC $552.66 +0.93%

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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