摩根大通：鉴于就业数据风险平仓两年期美债多头头寸

环球市场播报04-03

摩根大通建议投资者对两年期美国国债多头头寸获利了结，并警告称，若就业数据强于预期，可能会限制市场对美联储政策宽松的定价空间。包括杰伊・巴里（Jay Barry ）在内的策略师在报告中写道，如果该行对3月非农就业人数新增7.5万人的预测准确，市场可能会下调对美联储短期内降息的预期。注：市场普遍预期为新增6.5万人。货币市场的定价已基本与摩根大通的观点一致，即美联储在2026年全年将维持利率不变。不过...

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）在内的策略师在报告中写道，如果该行对3月非农就业人数新增7.5万人的预测准确，市场可能会下调对美联储短期内降息的预期。注：市场普遍预期为新增6.5万人。货币市场的定价已基本与摩根大通的观点一致，即美联储在2026年全年将维持利率不变。不过...</p>\n\n<a 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摩根大通：鉴于就业数据风险 平仓两年期美债多头头寸

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摩根大通：鉴于就业数据风险平仓两年期美债多头头寸