Re: [請益] 債券為什麼Price in這麼多
因為老債蛙都被騙很久了(我不是)
所以上半年說要降又沒有
下半年一堆數據才讓老鮑兒說要降
而且還是上個月才明顯表態
我是七月底八月初進場的奈奈米債蛙
那時候就是8/5十年美債由幾天前4.28%快速來到3.8%
就是連殺兩天哲哲出清美債的8/5
8/6更是一度跌到3.66%
之後的回檔最高碰到4%就又收跌下來
越接近「降息日」跌更低
https://i.imgur.com/wHepylf.jpeg
有人說美債已反應
確實我不反對,因為真的有漲蠻多了
聯準會透過放話已經讓債市場自已降息了
之後就算拉回到4%盤整我也不會意外
只是從這禮拜的初領出來後
2碼的幅度是拉高得很快
https://i.imgur.com/gya9bJg.jpeg
結論
阿肥覺得鮑爾應該還是會先降一碼試水溫
債市要不要等拉回再進場大家自行判斷
因為現在是往3.6邁進了
https://i.imgur.com/LgSDeIo.jpeg
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推
09/14 01:51,
4天前
, 1F
09/14 01:51, 1F
真的,還沒加碼完==
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09/14 01:55,
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09/14 01:59,
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09/14 02:36,
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如果是這樣那真的有衰退可能
甚至年底降到5碼
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09/14 02:38,
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09/14 02:46,
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09/14 02:47,
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單純我覺得現在買債比買股穩定
等股市跌下來會轉過去股市
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09/14 03:06,
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賺爛了賺爛了
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09/14 04:08,
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好蘋果!
※ 編輯: Beanoodle (106.64.104.189 臺灣), 09/14/2024 09:50:37
噓
09/14 09:56,
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噓
09/14 10:32,
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