摩根大通策略师建议将抛售2年期美国国债作为一项“战术性”交易,理由是经济增长前景稳健将使美联储难以大幅降息。
Sou Hu Cai Jing·2026-02-13 04:26
Core Viewpoint - JPMorgan strategists recommend selling 2-year U.S. Treasury bonds as a "tactical" trade due to a robust economic growth outlook that will make it difficult for the Federal Reserve to implement significant rate cuts [1] Group 1 - The recommendation to sell 2-year U.S. Treasury bonds is based on the expectation of steady economic growth [1] - The strong economic growth outlook is anticipated to limit the Federal Reserve's ability to lower interest rates substantially [1]