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摩根大通策略師表示,如果川普成功任命联准会關鍵成員,美國國債收益率曲線可能會從四年來的最高水平變陡。在川普選擇經濟顧問委員會主席斯蒂芬·米蘭擔任联准会理事後,美國5年期和30年期國債收益率之差在周四擴大。這一任命需要得到參議院的批準。“米蘭一直認爲,川普政府的貿易、移民和放松管制政策都是反通脹的,”以傑伊·巴裏爲首的摩根大通分析師在周四晚些時候發布的一份報告中寫道。“在某種程度上,這支持了更爲溫和的联准会政策,也支持了今天下午出現的曲線趨陡。”
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