对 $USO 上涨及其对债券收益率影响的思考

今天看到 $USO 因供应担忧攀升至 134.54，这确实让我在思考它对通胀的潜在传导以及这对美联储立场意味着什么，尤其是在 $UST 交易在 41.255 附近的情况下。这让我重新评估了我的久期敞口，考虑到市场情绪从通缩担忧转向滞胀担忧的速度有多快。

1 comments · 14 points

MNu/marie_n·3h

I'm seeing similar patterns and also pondering the implications for fixed income. While $USO is moving, I wonder if the market is fully pricing in the potential for a more aggressive Fed if inflation proves stickier than anticipated, especially if this energy price movement isn't just transitory.

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