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EP8. 在市場最大隱憂:債市波動率創歷史新低
Episode 8
Tuesday, 11 August, 2020
上週五 (7日) 美國勞工部公布最新就業數據,
7 月非農就業人數新增 176 萬人,失業率跌至 10.2%,
雙雙優於市場預期,顯示美國經濟仍在正向的復甦軌道之上。
雖然美國經濟持續復甦,
但另一方面,美國公債殖利率卻是屢刷歷史新低,
顯示了在聯準會 (Fed) 的 QE 狂潮之下,
股市、債市、經濟基本面三方已是高度背離。
而隨著債市殖利率不斷下探、債市波動率也正來到了歷史低檔區,
債券市場似乎正上演著暴風雨前的寧靜,想了解更多債市趨勢嗎?
請收聽本集鉅亨看世界
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