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美债利率重回1.5%上方后的思考 _ 东方财富网

对于国内市场,无论对最终投资决策的影响权重如何,美债利率及其背后隐含的宏观预期都是年初以来投资者分析框架里最难忽视却也最难预测的变量之一。在10年美债利率重回1.50%上方之际,本文试图从美债如何影响中债、二者何时“脱钩”、如何看待“看美债做中债”的思维等方面进行展开。 ....

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