美债的几个关键位置：到这个数字美股就危险了

雪涛宏观笔记2021-03-18

作者：宋雪涛 2月以来，美债10Y利率从1.0%-1.1%上行到1.5%-1.6%，1个半月（2月-3月中）的上升幅度（~50bp）相当于之前6个月（去年8月-今年1月）的总和。实际利率的上升起了主要作用：2月以来美债10Y实际利率上升了40bp，而（盈亏平衡）通胀预期只上升了13bp，维持在2.2%附近。图1：实际利率与通胀预期资料来源：Wind，天风证券研究所实际...

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jbobos
·2021-03-19
$10年美債主連(ZNmain)$ ?
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Riptrump2020
·2021-03-19
早不出來？馬後炮？
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哈喽哈哈
·2021-03-18
1.7今天已經到了[捂臉]
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Fred_6810
·2021-03-18
有營養嗎，煩不煩？
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href=\"https://laohu8.com/FUT/ZNmain\">$10年美債主連(ZNmain)$&nbsp;</a>?","listText":"<a href=\"https://laohu8.com/FUT/ZNmain\">$10年美債主連(ZNmain)$&nbsp;</a>?","text":"$10年美債主連(ZNmain)$ ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/327246767","repostId":1183811952,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":327231745,"gmtCreate":1616085007487,"gmtModify":1704790863712,"author":{"id":"3560991967286208","authorId":"3560991967286208","name":"Riptrump2020","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3560991967286208","authorIdStr":"3560991967286208"},"htmlText":"早不出來？馬後炮？","listText":"早不出來？馬後炮？","text":"早不出來？馬後炮？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/327231745","repostId":1183811952,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":327676028,"gmtCreate":1616083142664,"gmtModify":1704790826131,"author":{"id":"3496814430550130","authorId":"3496814430550130","name":"哈喽哈哈","avatar":"https://static.tigerbbs.com/6255c3cf823ccd4b6ab9429cdc1387fc","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3496814430550130","authorIdStr":"3496814430550130"},"htmlText":"1.7今天已經到了[捂臉]&nbsp;","listText":"1.7今天已經到了[捂臉]&nbsp;","text":"1.7今天已經到了[捂臉]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/327676028","repostId":1183811952,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":327607832,"gmtCreate":1616078584026,"gmtModify":1704790708277,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3563140991934227","authorIdStr":"3563140991934227"},"htmlText":"有營養嗎，煩不煩？","listText":"有營養嗎，煩不煩？","text":"有營養嗎，煩不煩？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/327607832","repostId":1183811952,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":51,"commentSize":4,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false}}