贝莱德更青睐欧洲政府债券 而非美国国债

Core Viewpoint - BlackRock Investment Institute upgraded the rating of European government bonds from slightly underweight to neutral, citing the attractiveness of eurozone bonds compared to U.S. Treasuries [1] Group 1: Investment Outlook - The institute believes that eurozone government bonds and credit markets offer more attractive yields than U.S. bonds [1] - The increase in term premium has brought yields closer to the institute's expected levels [1] Group 2: Economic Context - Persistent inflation in the U.S. prevents the Federal Reserve from significantly lowering interest rates [1] - The large scale of the U.S. fiscal deficit may lead investors to demand higher returns for holding long-term U.S. Treasuries [1] Group 3: Regional Preferences - Within the eurozone, BlackRock favors bonds from non-core members such as Italy and Spain [1]