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Yuvi.
$TLT,通胀粘性与增长韧性下,长债还缺什么催化?9月核心PCE同比3.1%,三季度GDP年化增3.4%,美联储内部又出现偏鹰分歧,长端利率因此面临通胀溢价和供给压力。若就业和消费明显降温、通胀连续回落,久期资产才更有支撑;若核心价格黏住且财政供给抬升期限溢价,长债反弹容易受限。
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