BofA: If the Fed Fails to Clarify Its Inflation-Fighting Plan, US Treasuries Will Resume Their Decline

华尔街见闻
2026.08.03 18:29
美国银行全球研究部的美国利率策略主管 Mark Cabana 认为，如果美联储不能更好地告诉大众它将如何实现 2% 的通胀目标，美国国债的跌势就会重新出现。 上周三将收益率推至近 20 年高位的长债抛售是一次 “教科书式的通胀公信力冲击”。当天，美联储主席凯文·沃什在记者会上未能向投资者解释央行将如何抑制价格上涨。 “你有坚定的决心实现 2% 的通胀是很好，但除非你告诉我们你要怎么做到，否则我们是不会相信你的，” Cabana 接受彭博电视采访时说，“而且你也骗不了债券，它会看穿你。”
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