美债收益率曲线变陡加剧，后续仍需美联储助力？

+9100%PMIPCEGDPGDP5%5%7.225-7.295 20111290 Z0017101 1..........................................................................................1 1.1..............................................................................11.2........................................................11.3..........................................................................21.3.1.............................................................................................21.3.2.............................................................................................31.3.3.............................................................................................3 2.................................................................................................4 2.1-..................................................................42.2.......................................................................42.2.1.....................................................................................42.2.2.....................................................................................52.2.3..................................................................................62.2.4..................................................................................62.3..................................................................................72.3.1...................................................................72.3.2...............................................................8 3..........................................................................................9 3.1...................................................................93.2............................................................................133.3..........................................................14 1.1.1..................................................................................................11.2.1 2024715719.21.2.2.....................................................................22.1.1...............................................................................................42.2.1..........................................................42.2.2..............................................................42.2.3..........................................................52.2.4%..............................................................52.2.5.....................................................................62.2.6NDFUSDCNH.........................................................................72.2.7USDCNY25Delta%..........................72.3.1...............................................72.3.2.........................................................................72.3.3...............................................82.3.4.........................................................................83.3.12024.7.22-7.26................................141.................................152%..................................................................163...................................................174Shibor%............................................................................175SOFR%.............................................................................176%.................................................................................18 7....................................................................................18 1. 1.1 2024 7 15719CFETSBIS SDR719 16:30 1.2 USDCNHUSDCNYBloomberg 1.3 1.3.1 + 9100%PMIPCE GDPGDP5%5%GDPGDPGDP 7.225-7.295 1.3.2 1.3.3 2. 2.1- 7197.1315 Refinitiv Bloomberg 2.2 2.2.1 2.2.2 2024612217147051-67557183655 2.2.3 2.2.4 719NDF7.073050USDCNY25Delta 2.3 2.3.1 71924097.2563165178301 2.3.2 71924097.2522101217237 Bloomberg 3. 3.1 4. 5.2024612217147051-67557183655 3.2 3.3 / 136310008400 8888 910www.nanhua.net603093