[新聞] 美債跌勢看不到盡頭?法興:進一步賣壓有限
原文標題:美債跌勢看不到盡頭?法興:進一步賣壓有限
原文連結:https://udn.com/news/story/6811/7895001
發布時間:2024-04-12 16:37
記者署名:經濟日報/ 編譯湯淑君/綜合外電
原文內容:
本周發布的美國3月通膨升幅高於預期,一連三個月令市場失望,在美國公債市場激起新
一波賣壓,短期公債殺盤尤其猛烈。但法國興業銀行(SocGen)利率策略師團隊認為,進
一步賣壓有限。
道瓊社報導,法興利率策略師團隊在研究報告中寫道:「殖利率已接近今年高峰,而聯準
會(Fed)貨幣政策又傾向寬鬆,我們認為,進一步賣壓的空間不大。」
法興指出,Fed政策利率維持不變愈久,對美國經濟成長和通膨可能造成的衝擊就愈大,
「依我們之見,長債殖利率大幅躍升的空間將因此受限」。
美國10年期公債殖利率12日最新報價下滑至4.54%。11日公布的美國3月生產者物價指數(
PPI)升幅小於預期,緩和市場對通膨復熾的疑慮,但遏制不了長債殖利率持續攀高。
10年期美債殖利率11日收盤攀升1.7個基點至4.575%,盤中一度逼近前市觸及的五個月最
高價位4.5930%。債券殖利率走向與價格相反。
通常對Fed利率展望最敏感的2年期美債殖利率11日小幅下滑至4.9455%,盤中曾升破5%,
是去年11月來首見。
心得/評論:
已經賣超賣夠了
進一步賣壓有限啦
接著可能又有伊朗那邊戰爭的動向,美債可能又成避險標的
TLT已經又漲回去1%多了
債蛙咖蛙邦嘎~
--
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