Deutsche Bank strategists say hawkish signals from Fed Chair Kevin Warsh at Jackson Hole could be reflected at the September meeting, and potential additional US Treasury intervention may make direct long-end steepening positions vulnerable over the coming weeks. Still, on a longer-term, structural horizon they prefer rising term premia and curve-steepening trades, citing weak fundamentals and the view that large-scale fiscal consolidation remains unlikely.

2026-09-02

Deutsche Bank strategists say hawkish signals from Fed Chair Kevin Warsh at Jackson Hole could be reflected at the September meeting, and potential additional US Treasury intervention may make direct long-end steepening positions vulnerable over the coming weeks. Still, on a longer-term, structural horizon they prefer rising term premia and curve-steepening trades, citing weak fundamentals and the view that large-scale fiscal consolidation remains unlikely.

其他消息
2026-09-02

据沙特媒体哈达斯:美国驻以色列大使表示,我与以色列总理内塔尼亚胡及美国驻贝鲁特大使会面,商讨黎巴嫩与以色列之间的对话。

2026-09-01

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