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...
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...
Gordon Shannon, a portfolio manager at TwentyFour Asset Management, said in a note that Federal Reserve Chairperson Jerome Powell is unlikely to make any advance commitments to the rate cut plan, other than giving some hints on the direction of the rate cut at today's press conference. He said investors will have to wait longer to see the long-awaited rate cut. Given that the policies likely to be introduced by Republican candidate Donald Trump (if he wins the presidential election) have a great...
TwentyFour资产管理公司投资组合经理Gordon Shannon在一份报告中表示,美联储主席鲍威尔不太可能对降息计划做出任何预先承诺,除了在今天的新闻发布会上就降息方向给出一些暗示之外。他表示,投资者将不得不等待更长时间,才能看到期待已久的降息。鉴于共和党候选人唐纳德•特朗普可能出台的政策(如果他赢得总统大选)对通胀的影响更大,我们认为,未来一...