10年期美债收益率冲击3%，市场将受到什么影响？

智通财经网2022-04-25

上周，美国10年期国债收益率触及2.94%，为2018年底的最高水平。这也比年初约1.6%的水平大幅跃升。这种情况意义重大，因为10年期美国国债收益率被认为是各种抵押贷款和贷款利率的基准。俄乌冲突加剧了不断飙升的通货膨胀，人们担心这可能会损害消费者需求，拖累经济增长。此外，市场担心美联储通过大幅上调基金利率和普遍收紧货币政策来遏制物价快速上涨的计划，也可能使经济陷入衰退。因此，投资者一直在抛售债券...

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赞我的今年账户翻十倍
2022-04-25
赞我的今年账户翻十倍
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Sweeney表示，在即将到来的学年，那些接受联邦贷款的学生将感受到大学贷款10年期更高收益率的影响。“利率由国会决定，国会批准了5月10年期公债标售的保证金，\"她表示，但她强调，由于疫情缓解措施，现有联邦学生贷款的利率目前为零。”此外，Sweeney表示，随着10年期国债收益率攀升，私人可变利率学生贷款预计将上升。Sweeney表示，抵押贷款利率走势往往与10年期美国国债收益率一致。“自今年年初以来，我们已经看到抵押贷款利率大幅上升，”债券与此同时，荷兰国际集团(ING)高级利率策略师Antoine  Bouvet表示，政府债券利率的上升，也意味着投资于固定收益证券的储蓄回报更高。他补充称:“这也意味着，养老基金投资支付未来养老金的难度降低了。”不过，在股市投资方面，Bouvet表示，债券利率上升可能令那些往往持有更多债券的公司所在行业面临更大挑战。这与科技公司有关，也是该行业最近波动性加大的部分原因。同样，Sweeney指出，当收益率接近于零时，投资者别无选择，只能投资于股票等风险较高的资产以获得回报。但随着10年期美国国债收益率接近3%，现金和债券都成为“更有吸引力的选择，因为你可以在不承担太多风险的情况下获得更高的回报。”Sweeney表示，鉴于市场已经消化了大幅加息的因素，短期公债尤其可能更具吸引力。股票富国银行高级宏观策略师Zach  Griffiths认为，在考虑投资股票时，了解收益率上升对企业未来现金流意味着什么也很重要。他表示，对股票估值的一种方法是预测公司预计将产生的自由现金流水平。这是通过使用贴现率来实现的，贴现率是一种利率，由国债收益率决定。折现回到当前的现金流水平就得到了公司的内在价值。Griffiths表示:“当用于将这些未来现金流折现回当前的利率较低时，这些现金流的现值(即公司的内在价值)就会高于利率较高时，这是因为货币的时间价值。”不过，Griffiths表示，股市总体上顶住了通胀上升、地缘政治紧张局势以及美联储政策基调更加强硬所带来的不确定性。Griffiths还强调，3%的10年期美国国债收益率在很大程度上是一个“心理水平”，因为它不代表较当前利率有很大的上升。他说，富国银行预计10年期国债收益率今年年底可能超过3%，不排除触及3.5%或3.75%的可能性，但强调这不是该公司的“基本情况”。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9084255591,"gmtCreate":1650879063335,"gmtModify":1676534807851,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"htmlText":"？","listText":"？","text":"？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084255591","repostId":2230123391,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":6,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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