再通膨交易大舉回潮 美國國債殖利率曲線反而趨平
【彭博】-- 在聯儲會公佈利率決定之後,銀行,小型股,大宗商品,以及美元上漲,看上去似乎是再通膨交易的經典再現。問題之一:美國國債市場並未同步行動。
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在官員們顯示出越來越傾向於在2022年加息之後,美國國債殖利率曲線走平至一年多以來的最平緩水平,
「除了殖利率曲線本身,一切看起來都像是依照殖利率曲線更加陡峭的模式交易,」Renaissance Macro Research的美國經濟負責人Neil Dutta表示。
原文標題Reflation Trade Roars Back Without the Yield Curve’s Buy-In
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