BTC $82,676.47 +0.89%
ETH $2,446.86 +1.90%
BNB $736.31 +1.37%
XRP $1.33 +1.90%
SOL $106.35 +2.18%
TRX $0.3310 -0.00%
DOGE $0.0810 +2.36%
ADA $0.2225 +2.33%
BCH $278.39 +0.24%
LINK $12.21 +2.26%
HYPE $80.00 +2.31%
AAVE $152.71 +2.59%
SUI $1.01 +2.72%
XLM $0.1797 +1.91%
ZEC $1,219.83 +7.29%
AAPL $341.49 -0.35%
AMZN $263.54 +0.29%
GOOGL $341.67 -0.88%
MSFT $533.89 -0.01%
META $692.93 -1.25%
NVDA $217.46 -0.25%
TSLA $375.14 +1.85%
SNDK $1,386.75 +0.51%
INTC $92.64 0.00%
SPCX $147.88 -0.50%
MU $911.57 +0.62%
AMD $541.44 -0.02%
BTC $82,676.47 +0.89%
ETH $2,446.86 +1.90%
BNB $736.31 +1.37%
XRP $1.33 +1.90%
SOL $106.35 +2.18%
TRX $0.3310 -0.00%
DOGE $0.0810 +2.36%
ADA $0.2225 +2.33%
BCH $278.39 +0.24%
LINK $12.21 +2.26%
HYPE $80.00 +2.31%
AAVE $152.71 +2.59%
SUI $1.01 +2.72%
XLM $0.1797 +1.91%
ZEC $1,219.83 +7.29%
AAPL $341.49 -0.35%
AMZN $263.54 +0.29%
GOOGL $341.67 -0.88%
MSFT $533.89 -0.01%
META $692.93 -1.25%
NVDA $217.46 -0.25%
TSLA $375.14 +1.85%
SNDK $1,386.75 +0.51%
INTC $92.64 0.00%
SPCX $147.88 -0.50%
MU $911.57 +0.62%
AMD $541.44 -0.02%

机构:降息预期过度,美债进入超调区间

2024-08-02 19:32:32

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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