FX168财经报社(北美)讯 周四(3月11日),法国农业信贷银行(Credit Agricole CIB Research)预计,未来几个月美国通胀将暂时超过预期。
在通胀方面,美国第二季度CPI可能会超过3%,而欧元区11月和12月的通胀率可能会达到2%,而且核心通胀率将接近1.5%。这些峰值将是非常短暂的(只有几个月),但该行预计市场将对这些数字反应过度。在2022年放松之前,通胀担忧今年将进一步加剧。
该行的美国利率策略团队修正了其对美债收益率预测,即将10年美债收益率的6月目标从1.25%上调至1.85%,这意味着在当前水平上还将上升3个基点。
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