期限溢价的额外缓冲约创2014年以来最高,分析师:特朗普在关税上让步也无助于缓和不确定性
news flash·2025-04-27 21:13
Core Viewpoint - Traders are observing the highest level of term premium since 2014, indicating a new world order characterized by increased uncertainty, which is expected to keep term premiums elevated [1] Group 1 - The term premium, described as an additional buffer, is currently at its highest level since 2014 [1] - Jack McIntyre, who manages $63 billion in assets at Brandywine, suggests that even if there are concessions on tariffs from Trump, the level of uncertainty will continue to rise [1] - This rising uncertainty implies that the term premium will remain high [1]