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高盛:若降息梦碎,短期美债收益率或面临反弹风险

2025-05-12 13:40:05

ChainCatcher 消息,高盛经济学家在一份报告中指出,他们对美国经济的基本判断仍然支持“短期美债收益率将下降、收益率曲线最终趋于陡峭”的核心观点。但是,如果缺乏确凿的经济数据来支撑美联储降息预期,短期内市场对降息的定价可能会继续减弱。

“如果在当前通胀居高不下、且经济数据尚未差到足以使美联储降息的情况下,市场对降息空间的信心逐步消退,那么随着政府债务持续累积,期限溢价可能面临更大的上行压力,进而对收益率构成上推作用。”

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