避险交易显现：10年期美债收益率与标普500滚动相关性明显减弱
Flight to safety at play: rolling correlation becoming much less negative between 10y yield and S&P 500 due to former keying more off growth than infl...
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Schwab 首席策略师 Liz Ann Sonders 指出，避险交易正在发挥作用：10年期美债收益率与标普500的滚动相关性明显变得不那么负向。原因在于随着收益率走低，其定价更多反映增长预期而非通胀预期。