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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