全球利率:从“在较长时间内维持低位”到“在较长时间内维持高位”,如今利率政策 (终于) 峰回路转?

Updated: June 29, 2023

Market Perspectives +  10 Minutes = Current Insights

鉴于央行利率在未来可能进一步提高,对于现在是否是购买债券的好时机,如今的投资者面临着极大的不确定性。某些数据显示,实际的经济表现仍然保持强劲,而另一些数据则表明,经济活动在未来某个时间节点可能会收缩。 This divergence in data creates a very challenging forecasting environment. Long government bond yields are highly influenced by how low central banks will cut rates once they begin monetary policy easing.