채권 트레이더들은 다음 주 연방준비제도이사회의 0.5포인트 금리 인하에 대해 다시 한 번 베팅을 늘리고 있습니다. 이번 주 초에 큰 폭의 인하 가능성을 거의 완전히 배제했던 트레이더들에게 이러한 변화는 급격한 반전을 의미합니다. ‘블룸버그 실질 수익률’에서 브랜디와인 글로벌의 존 맥클레인과 TD 증권의 제나디 골드버그가 연준의 다음 행보에 대해 논의합니다.
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Bond traders are once again ramping up wagers on a half-point interest-rate cut by the Federal Reserve next week. This shift marks a rapid about-face for traders who earlier this week had almost completely discounted the possibility of a large cut. On “Bloomberg Real Yield”, Brandywine Global’s John McClain and TD Securities’ Gennadiy Goldberg discuss the Fed’s next move.
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