中金公司：美债2022=石油2020？

中金点睛2022-10-25

中金认为，目前美债市场可能已经接近定价“失灵”的边缘，这与2020年4月的石油形势类似，市场已经把当前宏观环境的定价打到极致，而未来形势逆转的可能性较高，美债利率大幅下行是大概率事件。文/中金大类资产研究：李昭 齐伟 杨晓卿 王汉锋美债市场流动性已接近2020年3月市场“失灵”时的水平近日十年期美债利率盘中一度越过4.3%，引发市场关注。我们认为利率定价已经明显脱离均衡价格，受到以下几个因素影响：...

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Comments

  • 旷世猛男
    2022-10-26
    旷世猛男
    現在我才知道  爲什麼要投美國市場
  • 昵称茅台酒
    2022-10-26
    昵称茅台酒
    哈哈哈你們不看內容就評論，根本就沒理解標題想表達的意思
  • KK风筝
    2022-10-26
    KK风筝
    哦……
  • 嘞撸虎7
    2022-10-26
    嘞撸虎7
    閱
  • 李秀蓮
    2022-10-26
    李秀蓮
    ／
  • 猛逃
    2022-10-25
    猛逃
    又來了[摳鼻] 
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