$特朗普媒体科技集团_老虎社区_美港股上老虎 - 老虎社区

$特朗普媒体科技集团(DJT)$

$美国30年期国债收益率(US30Y.BOND)$

花旗放弃“Trump Trade（特朗普交易）”，周五建议客户出清所有押注30年期美债跑输5年期的头寸（做空长债，押注收益率曲线趋陡）。目前5年期与30年期息差已从花旗首次建议时的20基点扩大至38基点。

“围绕大选结果的交易已经从市场视野中消失，在9月美联储利率会议前可能不会卷土重来。强劲的零售销售和较低的申领失业救济人数意味着鲍威尔很难比市场预期的更加鸽派。”

鉴于整个大环境，押注收益率曲线变陡是正确的策略，但如果要保持这个头寸，需要收益率曲线一个月内变陡约12个基点，“从战术上来说，我们选择获利了结”。

$特朗普媒体科技集团(DJT)$

修改于：08-18

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精彩评论

一池咸鱼
08-19
一池咸鱼
收到了，谢谢分享[爱心][比心]
奇思异想
08-19
奇思异想
[财迷]

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