News list for " felipe"

Analysis: Powell is expected to calm the market and support Treasury yields

Felipe Villarroel, portfolio manager at TwentyFour Asset Management, said US Treasury yields could rise modestly as Federal Reserve Chairperson Jerome Powell is likely to have a "calm tone" in his much-anticipated Jackson Hole speech tomorrow. A cooling US labour market has triggered bets on aggressive rate cuts, which Powell is likely to refute. "The market is expecting a 100 basis point rate cut this year, which seems a bit overdone given the current data," said Villarroel, who expects a 50...

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2024-08-23 00:06:14
分析:鲍威尔有望平息市场,支撑美债收益率

TwentyFour Asset Management投资组合经理Felipe Villarroel表示,由于美联储主席鲍威尔明天在备受期待的杰克逊霍尔演讲中可能“语气平静”,美国国债收益率可能小幅上升。美国劳动力市场降温引发了对激进降息的押注,鲍威尔可能会反驳这一点。Villarroel表示:“市场预计今年将降息100个基点,考虑到目前的数据,这似乎有点过头了。”他预计9月降息幅度为50...

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2024-08-23 00:06:14