路透调查:美联储今年将两次降息,首次为沃什接任美联储主席的6月

BlockBeats 消息,2 月 12 日,路透调查显示,长端美债收益率短期内将持稳,但受通胀及美联储独立性担忧影响,年内晚些时候将趋于上行;短端收益率则因降息押注温和走低。与此同时,近 60% 的债券策略师(37 人中的 21 人)认为,为特朗普减税及支出计划融资而面临的未来数年巨额国债发行,将使美联储大幅缩减 6.6 万亿美元资产负债表不具可行性。

另一项路透调查显示,美联储预计将在今年晚些时候实施两次降息,首次在沃什接任美联储主席的 6 月。对利率敏感的 2 年期美债收益率预计将从目前的 3.50% 降至 4 月底的 3.45%、7 月底的 3.38%。调查中值还显示,基准 10 年期美债收益率一年后料升至 4.29%,高于上月预测的 4.20%。(金十)

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