
美国国债下跌,此前通胀数据高于预期,促使交易员加大了对美联储官员将在本月晚些时候和明年加息的押注。
Treasuries slumped after hotter-than-expected inflation prompted traders to boost their expectations that Federal Reserve officials raise interest rates later this month and next year.
周三的下跌推动各期限国债收益率走高,其中对美联储利率路径最为敏感的两年期国债收益率上涨12个基点,至4.90%。交易员认为,美联储在10月会议上加息的可能性大致为五五开。美元飙升至今年最高水平。
The declines on Wednesday drove yields higher across maturities, with yields on the two-year note, most-sensitive to the Fed’s rate path, up 12 basis points to 4.90%. Traders priced in a roughly coin-toss probability that the US central bank boosts rates at its October meeting. The dollar surged to its highest level of the year.
“我们的预测中已包含10月加息,”PGIM首席美国经济学家罗伯特·索金在彭博电视上表示。“这更大地打开了加息的大门。”美国劳工统计局周三公布的数据显示,9月消费者价格指数环比上涨0.6%。同比上涨3.7%。剔除食品和能源的核心价格压力关键指标环比上涨0.3%,同比上涨2.6%。
“We had that October hike in our forecast,” Robert Sockin, PGIM’s chief US economist, said on Bloomberg Television. “This opens the door more to it.”The consumer price index rose 0.6% in September from a month earlier, according to Bureau of Labor Statistics data out Wednesday. On an annual basis, it advanced 3.7%. A key measure of underlying price pressures, excluding food and energy, rose 0.3% from the prior month and 2.6% from a year earlier.
