Core Viewpoint - JPMorgan's strategists recommend selling two-year U.S. Treasury bonds as a "tactical" move due to the resilient outlook for U.S. economic growth, which complicates the Federal Reserve's ability to significantly lower interest rates [1] Economic Outlook - The strong economic fundamentals suggest that once Kevin Warsh's nomination is confirmed and he takes over as Fed Chair, it will be challenging for him to influence the Federal Open Market Committee (FOMC) decisions [1] Upcoming Data - A key inflation report is set to be released on Friday, which may provide insights into the Fed's next steps. If the data indicates easing price pressures, demand for short-term, policy-sensitive Treasury bonds may increase [1] Market Reactions - Treasury yields have experienced volatility this week, influenced by a sell-off in tech stocks and robust U.S. employment data, prompting discussions about how Warsh, nominated by Trump, will handle policy [1]
摩根大通看空两年期美债 因对美联储利率前景持谨慎态度
Sou Hu Cai Jing·2026-02-13 03:18