美债跑赢美股,策略师:还有上行空间

GoldenOctober2024
TRUMP-2,8%
BILLY-0,79%

金十数据3月4日讯,自特朗普当选美国总统以来,美国国债的表现超过了股市,一些策略师表示,美债还有继续上涨的空间。自11月5日的美国大选投票以来,彭博衡量美国主权债务的指标已经上涨了2.1%,超过了标普500指数1.6%的涨幅。Global ETFs驻悉尼的投资策略师Billy Leung表示,美债涨势可能与对冲策略有关,而非强烈的信念押注。其他人则认为,在贸易摩擦不断升级和经济增长不确定的情况下,美债将继续上涨。道明证券驻新加坡高级利率策略师普拉桑特•纽纳哈表示:“令人担忧的是,就在美国经济增长出现裂缝之际,关税正在发挥作用。这助长了美国利率的反弹。”

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