Institution: The Federal Reserve will adopt a "super dovish" stance, betting on U.S. two-year Treasury bonds

智通財經
2025.06.16 18:18
對沖基金 Tolou Capital Management 已對兩年期美國國債建立槓桿多頭倉位，認為美聯儲主席鮑威爾將被一位 “超級鴿派” 取代，後者將在美國總統特朗普的敦促下大幅降息。Tolou Capital 首席投資官 Spencer Hakimian 三週前開始做多，押注短期債券收益率將在未來 12-18 個月內大幅下降；鮑威爾的任期將於 2026 年 5 月到期，特朗普最近表示他將 “很快” 任命繼任者。
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