押注美联储降息的人，越来越少了

华尔街见闻2023-06-06

降息预期退潮或给美股、美债带来冲击，短期美债收益率较4月底有所上升，下半年也可能对美股构成拖累。目前，市场对于美联储降息的预期正在退潮。周二，根据Tradeweb的数据，衍生品市场定价显示，投资者现在预计美联储目标利率将在年底达到5%，高出上个月的预期4%。经济学家指出，美国高利率将持续更久。金融历史学家Jim Grant指出高利率可能长达一代人，天风证券也认为美联储将维持限制性的高利率更长时间。...

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