The Middle East war exacerbates inflation concerns in the United States, and bond traders reduce interest rate cut bets

华尔街见闻
2026.03.04 15:41
交易员押注，战争推动的油价飙升可能加剧通胀，使政策制定者今年更难降低借贷成本。 在美国，追踪担保隔夜融资利率（SOFR）的 2026 年 12 月与 2027 年 12 月合约之间的利差周二降至负 15 个基点，创下本轮周期新低。该利差在上周转负。几周前，投资者还聚焦于人工智能（AI）带来的通缩影响以及就业市场降温，当时市场已计入今年美联储将进行数次降息。
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