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債券市場近期傳遞出混合信號。國債收益率一直在下降,交易者持觀望態度,等待聯準會偏好的通膨指標揭示的資訊。PCE數據可能是大家關注的關鍵指標——它將影響市場對利率決策的預期,並在整體資產配置策略中產生連鎖反應。
PCE都成"救世主"了,數據顯示上一輪這麼期待的數據最後啥都沒改變,只是延遲了割韭菜的時間罷了
客觀來看,債券市場這波搖擺就是機構還沒想好故事怎麼圓,等著Fed給個劇本呢