通胀降温削弱7月加息预期美国国债本周小幅上涨

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智通财经APP获悉，美国国债市场本周小幅上涨，通胀数据降温提振市场情绪，抵消了国际油价大幅反弹带来的压力，交易员也因此大幅削减了对美联储7月加息的押注。不过，油价飙升和美联储官员持续释放鹰派信号，令市场对年底前再次加息的预期依然存在。本周公布的美国消费者价格指数(CPI)和生产者价格指数(PPI)均显示通胀压力有所缓解，推动美国国债收益率整体回落。其中，对货币政策最为敏感的短期国债表现最佳，收益率...

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href=http://www.zhitongcaijing.com/content/detail/1469346.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，美国国债市场本周小幅上涨，通胀数据降温提振市场情绪，抵消了国际油价大幅反弹带来的压力，交易员也因此大幅削减了对美联储7月加息的押注。不过，油价飙升和美联储官员持续释放鹰派信号，令市场对年底前再次加息的预期依然存在。本周公布的美国消费者价格指数(CPI)和生产者价格指数(PPI)均显示通胀压力有所缓解，推动美国国债收益率整体回落。其中，对货币政策最为敏感的短期国债表现最佳，收益率...</p>\n\n<a 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Brooks表示，本周通胀数据公布后，市场明显降低了对美联储进一步加息的预期，尤其是近期加息概率出现明显回落。利率互换市场显示，交易员目前预计美联储在7月28日至29日议息会议上加息25个基点的概率已从此前约50%降至约15%。由于会议召开前几乎没有重要经济数据公布，且美联储官员即将进入议息会议前的“静默期”，市场对7月政策预期进一步调整的空间已较为有限。受此影响，美国2年期国债收益率本周累计下跌3个基点，报4.18%。不过，市场对于美联储中长期政策路径仍存在较大分歧。近期，美联储内部支持进一步加息的声音有所增加，包括此前立场相对温和的部分官员也开始转向鹰派。克利夫兰联储主席哈马克周五表示，在消费者支出保持韧性、失业率仍处于低位的背景下，持续高企的通胀仍是她当前更大的担忧。达拉斯联储主席洛里·洛根周四也表示，美国可能需要“适度提高利率”，因为目前尚无充分证据表明通胀能够持续回落至美联储2%的目标水平。事实上，哈马克和洛根此前均已属于美联储内部较为鹰派的官员，两人在今年4月的货币政策声明中就曾反对释放未来可能降息的信号。与此同时，中东局势升级重新推高能源市场风险溢价。本周，美国对伊朗发动新一轮军事打击，引发国际油价剧烈波动。美国西得克萨斯中质原油期货周五收于每桶82.49美元，单周累计上涨近16%，创6月12日以来最高收盘水平。尽管近期美国通胀数据改善削弱了市场对短期加息的预期，能源价格反弹叠加美联储官员持续释放鹰派言论，意味着市场对年内再次加息的押注尚未完全消退，美联储未来政策路径仍将取决于通胀走势及能源价格变化。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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通胀降温削弱7月加息预期 美国国债本周小幅上涨

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通胀降温削弱7月加息预期美国国债本周小幅上涨