风向突变！新债王：美联储下一步可能加息

华尔街见闻03-20 08:54

周四早盘，对政策走向高度敏感的两年期美债收益率一度攀升至七个月高位，尽管随后回落，但Jeffrey Gundlach在社媒发文指出：“美国两年期国债收益率在不到三周内已上涨50个基点，目前走势暗示美联储可能迎来一次加息。”美联储降息预期正在迅速瓦解，新债王认为美联储下一步可能加息。3月19日周四，DoubleLine Capital首席执行官、被市场誉为“新债王”的Jeffrey Gundlach...

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加息吧美联储
03-20 08:58
加息吧美联储
哈哈哈哈。川普轰炸你

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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n风向突变！新债王：美联储下一步可能加息\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-20 08:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3767969><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周四早盘，对政策走向高度敏感的两年期美债收益率一度攀升至七个月高位，尽管随后回落，但Jeffrey Gundlach在社媒发文指出：“美国两年期国债收益率在不到三周内已上涨50个基点，目前走势暗示美联储可能迎来一次加息。”美联储降息预期正在迅速瓦解，新债王认为美联储下一步可能加息。3月19日周四，DoubleLine Capital首席执行官、被市场誉为“新债王”的Jeffrey Gundlach...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3767969\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0f9e9a265cb0e7e8cb195039b2fe24a4","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3767969","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2620208901","content_text":"周四早盘，对政策走向高度敏感的两年期美债收益率一度攀升至七个月高位，尽管随后回落，但Jeffrey Gundlach在社媒发文指出：“美国两年期国债收益率在不到三周内已上涨50个基点，目前走势暗示美联储可能迎来一次加息。”美联储降息预期正在迅速瓦解，新债王认为美联储下一步可能加息。3月19日周四，DoubleLine Capital首席执行官、被市场誉为“新债王”的Jeffrey Gundlach在社媒发文指出，两年期美债收益率暗示美联储可能迎来一次加息。他指出：美国两年期国债收益率在不到三周内已上涨50个基点，目前走势暗示美联储可能迎来一次加息。这一表态发出的同一天，华尔街已基本排除美联储在2026年降息的可能性。（今年美联储预期降息幅度几乎为0）能源冲击重燃通胀担忧此轮预期逆转的导火索是地缘冲突引发的全球能源价格急剧上涨。在战争爆发前，市场普遍预期美联储2026年将至少降息两次。随着能源价格大幅走高，通胀前景趋于复杂，这一预期已被彻底重新定价。周四早盘，对政策走向高度敏感的两年期美债收益率一度攀升至七个月高位，尽管随后回落，但三周内仍累升超40基点。（美伊冲突以来，2年期美债收益率一度累升超50个基点）华尔街见闻提及，本周美联储决定将基准利率维持在3.50%至3.75%不变，最新政策声明中仍维持2026年一次降息的中值展望。但值得关注的是，当前市场的鹰派预期已超过美联储官方指引所隐含的程度，期货市场隐含的加息概率达到约6%。这意味着部分交易员认为，如果通胀压力持续，美联储不仅可能按兵不动，甚至存在重启紧缩的可能。Gundlach的警告进一步强化了这一尾部风险叙事，令固定收益市场情绪趋于谨慎。","news_type":1,"symbols_score_info":{"SPXU":0.6,"ZFmain":0.6,"SPYI":0.6,"MESmain":0.6,"TLTW":0.6,"ZBmain":0.6,"ESmain":0.6,"OEX":0.6,"OEF":0.6,"IEI":0.6,"UPRO":0.6,"GOVT":0.6,"TMF":1.87,"IVV":0.6,"SDS":0.6,"ZTmain":0.6,"SSO":0.6,".SPX":0.6,"SH":0.6,"UBmain":0.6,"TNmain":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; 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