2024 年 ： 多云 ， 有着陆的机会

The BofA Securities Global Rates Year Ahead 2024 report provides a bullish bias in EUR, AUD, and USD, with economists expecting steeper US curves and front-end themes of pricing cuts and liquidity drain. The report also notes that the US 2y -30y spread curve steepener on re gs and su pply is a favorable trade. However, the report also cautions that investors should be aware of potential conflicts of interest and should consider this report as only one factor in making investment decisions.