景顺与卡米尼亚克做空美债，看淡美联储降息空间

Core Viewpoint - Invesco Ltd. and Carmignac's portfolio managers are betting against U.S. Treasury bonds, citing the resilience of the U.S. economy which may lead to a failure in interest rate cuts [1] Group 1: Economic Indicators - U.S. job growth in January exceeded expectations, indicating a strong labor market [1] - Significant corporate investments in artificial intelligence (AI) are contributing to economic strength [1] - Federal Reserve officials are cautious about interest rate cuts, suggesting that the economy is too robust for substantial easing [1] Group 2: Market Sentiment - Some investors still anticipate interest rate cuts, but institutions like BNP Paribas express skepticism [1] - Warnings have been issued that if rate cuts do not materialize as expected, U.S. Treasury prices could face significant declines [1]