摩根士丹利建议做多美国国债,押注其跑赢通胀保值债券

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金色财经报道,摩根士丹利策略师建议客户做空10年期通胀保值国债(TIPS),买入10年期美国国债,以期从通胀降温和盈亏平衡率可能逆转中获利。Aryaman Singh等策略师建议押注10年期盈亏平衡通胀率将从目前的2.4%左右跌至2.15%,止损目标设在2.5%。随着通胀降温,他们预计国债收益率的下降速度将快于TIPS收益率。

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