Investment advisor of the "new bond king": Prepare for the "shadow Federal Reserve" to cut interest rates

華爾街見聞
2025.07.21 21:36
“新債王” Jeffrey Gundlach 管理的 DoubleLine Capital 副首席投資官（CIO）Jeffrey Sherman 的債券交易包括買入兩年期美國國債並做空十年期美國國債，以此對沖美國總統特朗普總統解僱美聯儲主席（鮑威爾）的風險。該交易基於收益率曲線將變陡的押注，在特朗普即將尋求更換主席鮑威爾的報道發佈後，該交易再次受到關注。謝爾曼表示，“影子美聯儲” 的概念將有助於這種交易，市場將仔細審視鮑威爾的任期，並預期新任主席上任後會立即降息。
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