摩根士丹利：G-10国债料在2025年上涨降息幅度可能超预期

环球市场播报11-18

摩根士丹利称，G-10国家的收益率曲线将趋陡，比当前市场定价预期更低的政策利率将推动这些国家债券上涨。　　Matthew Hornbach等分析师在2025年全球战略展望报告中写道，随着美联储降息幅度超过市场预期，美国国债收益率将下降，欧洲和英国的国债市场也将出现类似走势　　明年上半年美债收益率的跌幅将超过下半年。摩根士丹利经济学家预计，美联储将在2025年上半年降息75个基点，然后保持政策...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2484610443?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-11-18 16:32","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2484610443","market":"other","top_or_hot":-1,"title":"摩根士丹利：G-10国债料在2025年上涨 降息幅度可能超预期","media":"环球市场播报","content":"<div>\n<p>摩根士丹利称，G-10国家的收益率曲线将趋陡，比当前市场定价预期更低的政策利率将推动这些国家债券上涨。\n　　Matthew Hornbach等分析师在2025年全球战略展望报告中写道，随着美联储降息幅度超过市场预期，美国国债收益率将下降，欧洲和英国的国债市场也将出现类似走势\n　　明年上半年美债收益率的跌幅将超过下半年。摩根士丹利经济学家预计，美联储将在2025年上半年降息75个基点，然后保持政策...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-11-18/doc-incwnnhm3591761.shtml\">网页链接</a>\n\n</div>\n","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>摩根士丹利：G-10国债料在2025年上涨 降息幅度可能超预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; 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摩根士丹利：G-10国债料在2025年上涨 降息幅度可能超预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-18 16:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2024-11-18/doc-incwnnhm3591761.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根士丹利称，G-10国家的收益率曲线将趋陡，比当前市场定价预期更低的政策利率将推动这些国家债券上涨。\n　　Matthew Hornbach等分析师在2025年全球战略展望报告中写道，随着美联储降息幅度超过市场预期，美国国债收益率将下降，欧洲和英国的国债市场也将出现类似走势\n　　明年上半年美债收益率的跌幅将超过下半年。摩根士丹利经济学家预计，美联储将在2025年上半年降息75个基点，然后保持政策...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-11-18/doc-incwnnhm3591761.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0314104364.USD","symbol_name":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-11-18/doc-incwnnhm3591761.shtml","article_id":"2484610443","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/usstock/c/2024-11-18/doc-incwnnhm3591761.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2484610443","pubTimestamp":1731918720,"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"摩根士丹利称，G-10国家的收益率曲线将趋陡，比当前市场定价预期更低的政策利率将推动这些国家债券上涨。摩根士丹利经济学家预计，美联储将在2025年上半年降息75个基点，然后保持政策利率稳定直到年底。　　日本央行将会在明年年内加息50个基点，这将使收益率曲线趋平，但考虑到其他G-10国债收益率的下跌，10年期日本国债收益率只会略微上升至1.10%。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","BK4588":"碎股","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","UFIV":"US Treasury 5 Year Note ETF","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU0971096721.USD":"富达环球金融服务 A","LU1548497426.USD":"安联环球人工智能AT Acc","UTHY":"US Treasury 30 Year Bond ETF","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","HK0000934320.USD":"GF USD MONEY MARKET FUND CLASS C (USD) ACCUMULATION","UTRE":"US Treasury 3 Year Note ETF","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4581":"高盛持仓","BK4504":"桥水持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4127":"投资银行业与经纪业","UTWY":"US Treasury 20 Year Bond ETF","USVN":"US TREASURY 7 YEAR NOTE ETF","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","BK4516":"特朗普概念","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","BK4585":"ETF&股票定投概念","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","BK4534":"瑞士信贷持仓","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","MS":"摩根士丹利","LU0106831901.USD":"贝莱德世界金融基金A2","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)"},"translate_title":"Morgan Stanley: G-10 Treasury Bond expected to rise in 2025, interest rate cuts may exceed expectations","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"UTWY":1,"ZTmain":1,"ZNmain":1,"ZFmain":1,"ZBmain":1,"UBmain":1,"MS":1,"UFIV":1,"USVN":1,"UTHY":1,"UTRE":1,"TNmain":1},"content_text":"摩根士丹利称，G-10国家的收益率曲线将趋陡，比当前市场定价预期更低的政策利率将推动这些国家债券上涨。\n　　Matthew Hornbach等分析师在2025年全球战略展望报告中写道，随着美联储降息幅度超过市场预期，美国国债收益率将下降，欧洲和英国的国债市场也将出现类似走势\n　　明年上半年美债收益率的跌幅将超过下半年。摩根士丹利经济学家预计，美联储将在2025年上半年降息75个基点，然后保持政策利率稳定直到年底。\n　　到2025年年中，10年期美债收益率将达到3.75%，年底时将略高于3.50%。他们建议在2025年前六个月对大多数G-10国债持增配久期立场。\n　　策略师认为，实际利率下降应该会在2025年限制美元的强势。日元和澳元在G-10货币中表现最佳，欧元/美元表现落后，因欧元区经济增长疲软。\n　　日本央行将会在明年年内加息50个基点，这将使收益率曲线趋平，但考虑到其他G-10国债收益率的下跌，10年期日本国债收益率只会略微上升至1.10%。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：陈钰嘉","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2484610443"}

摩根士丹利：G-10国债料在2025年上涨 降息幅度可能超预期

精彩评论

摩根士丹利：G-10国债料在2025年上涨降息幅度可能超预期