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Yuvi.
$TLT,联储维持利率为何仍可能压制长债?10月28日政策区间不变,但通胀仍高、两名委员要求加息,债市反应并不等同于鸽派。长久期债券取决于未来通胀和期限溢价。若今日PCE低于预期、长端收益率回落,久期获益;若价格压力持续,长债仍可能承压。
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