贝莱德加码做空美英国债：通胀风险被低估，10年期美债或再冲5%

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智通财经APP获悉，贝莱德公司基金经理汤姆·贝克尔指出，当前市场严重低估了美国与英国通胀持续高企的潜在风险，基于此判断，他已逐步减持两国政府债券。作为管理规模达41亿美元的贝莱德战术机会基金的联席负责人，贝克尔自去年底以来持续加码对美英长期国债的空头头寸布局。他表示，这一策略源于对通胀粘性的研判——若物价水平持续高位运行，将显著制约央行降息空间，从而推高长期债券收益率并压缩其价格上行潜力。他在采访...

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href=http://www.zhitongcaijing.com/content/detail/1396916.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，贝莱德公司基金经理汤姆·贝克尔指出，当前市场严重低估了美国与英国通胀持续高企的潜在风险，基于此判断，他已逐步减持两国政府债券。作为管理规模达41亿美元的贝莱德战术机会基金的联席负责人，贝克尔自去年底以来持续加码对美英长期国债的空头头寸布局。他表示，这一策略源于对通胀粘性的研判——若物价水平持续高位运行，将显著制约央行降息空间，从而推高长期债券收益率并压缩其价格上行潜力。他在采访...</p>\n\n<a 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