[金融市場快訊]美債殖利率大幅反彈，投資機會是否浮現？


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美債殖利率大幅反彈，投資機會是否浮現？
中東地緣政治緊張局勢加劇，有「全球資產定價之錨」之稱的美國10年期公債殖利率，於10/23盤中突破5%的重要關口，創下 2007年以來最高。近期華爾街大鱷艾克曼（Bill Ackman）和債券天王葛洛斯（Bill Gross）不約而同表示，美國公債跌過頭了，艾克曼更透露，已經回補長期美債空頭部位; 投行摩根士丹利也強調殖利率出現噴出現象是極佳的買點。
近期長債殖利率上升使金融情勢收緊，正是聯準會希望看到的，也意味著進一步升息的必要性降低。根據FedWatch資訊，截至10/26，市場認為今年11月再升息一碼以上的機率為0.0%，而12月升息機率也僅有24.7%，顯示市場認為升息或已接近尾聲，明年轉為降息的看法不變。建議投資人不妨趁殖利率反彈之際，可留意固定收益ETF的相關投資機會。

可參考商品包括但不限於：
TLT.US
iShares 20年期以上美國公債ETF 		LQD.US
iShares iBoxx投資等級公司債券ETF 		BND.US
Vanguard總體債券市場ETF



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