美紐約銀行數據：通脹風險推動歐洲債券空頭頭寸攀升

智通財經

09/09

【美紐約銀行數據：通脹風險推動歐洲債券空頭頭寸攀升】紐約銀行歐洲、中東和非洲地區高級宏觀策略師餘傑夫表示，歐元區及英國等歐洲市場的久期債券空頭使用率已「大幅走高」；儘管近期壓力有所緩解，但該指標仍高於7月末水平。該數據統計的是紐約銀行債券出借項目中，被用於沽空操作的債券佔比。餘傑夫在研報中寫道：「過去數年的情況表明，歐洲在能源抗風險能力方面確實面臨根本性挑戰，這也使得債券風險溢價更容易出現波動。」「美國債務負擔以及國債市場的積極干預舉措備受關注，但我們的數據顯示，市場上實際可落地的對沖操作在歐洲市場更為普遍。」

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