美元:随着市场稳定,美联储加息概率受到质疑 – 道明证券
道明证券(TD Securities)分析师指出,随着市场稳定,美国利率上涨,市场关注美联储政策预期和地缘政治新闻。尽管加息的可能性上升,他们却表示反对,认为鹰派结果更可能是长期维持暂停。

道明证券(TD Securities)分析师指出,随着市场稳定,美国利率上涨,市场关注美联储政策预期和地缘政治头条。尽管加息几率上升,但他们对此表示反对,认为鹰派结果更可能是长期暂停。即将进行的20年期国债重开和中东局势的发展被视为美元和国债的关键驱动因素。

加息几率上升,但道明证券更倾向于更长的暂停

"周一,随着市场找到一些稳定,利率上涨,掉期利差大幅扩大。贝森特(Bessent)在早上表示,如果中国之行被推迟,那将是因为特朗普的意愿,而不是霍尔木兹海峡的问题。"

"媒体报道暗示,特朗普总统希望将他的中国之行推迟“一个月左右”。特朗普随后呼吁再次降息,并表示霍尔木兹海峡的问题很快会得到解决,战争将结束,但“这周不会”。"

"我们发布了一份关于美联储加息几率在最近几周上升的说明。我们反对美联储将加息的叙述,因为我们预计鹰派情景将是更长的暂停。"

"周二,20年期国债重开将被关注,以寻找需求是否出现任何裂痕的迹象。市场将主要关注来自中东的消息,这些消息持续超过数据发布的影响。"

(本文由人工智能工具生成,并由编辑审核。)

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