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美债长端来了“不计回报的买家” 业绩出众的投资者削减曲线陡峭化押注_我的网站

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一 | The Powerball frenzy continued on Wednesday as numbers were drawn for the $1.73 billion jackpot.The winning numbers drawn for the jackpot prize were: 22, 24, 40, 52, 64 and red Powerball 10. The power play was 2.One ticket had all the numbers. It was sold in Frasier Park, California, which is located between Los Angeles and Bakersfield in Kern County.The grand prize, which had an estimated lump sum payout of $756.6 million, continued its ascent through billion-dollar territory after no ticket matched all six numbers drawn on Monday night, Powerball said.Monday's jackpot was the third-largest prize in Powerball history, officials previously said, making Wednesday's prize now the second-largest.Florida had at least one ticket on Monday that matched five and got the power play number, all adding up to a $2 million win. There were match five winners who won $1 million in California, Indiana, Oregon and Virginia.The last billion-dollar Powerball prize -- the jaw-dropping $2.04 billion -- was won in California in November of last year. The next largest prize -- $1.586 billion – was won in Jan. 2016 in California, Florida and Tennessee.Lottery officials said that while the odds of winning the big jackpot may be astronomical, the chances of winning a smaller prize were much better at 1 in 24.9.Jackpot winners can either take the money as an immediate cash lump sum or in 30 annual payments over 29 years. Both advertised prize options do not include federal and jurisdictional taxes.Powerball tickets cost $2 and are sold in 45 U.S. states as well as Washington, D.C., Puerto Rico and the U.S. Virgin Islands.Powerball drawings are broadcast live every Monday, Wednesday and Saturday at 10:59 p.m. ET from the Florida Lottery draw studio in Tallahassee. The drawings are also livestreamed online at Powerball.com.If no winners are declared from Wednesday night’s drawing, the next one to take place will be on Saturday, Oct. 14.。　　摩根士丹利投资管理的Vishal Khanduja是一位业绩领先的固定收益投资者。他正在削减做空美国长期国债的押注，称美国财政部长贝森特已准备“不惜一切代价”，阻止美债收益率继续上升。　　Khanduja是该投资管理公司广义市场固定收益团队主管。他表示，自己已经减少了对收益率曲线陡峭化交易的敞口。

二 | 这类交易押注30年期与5年期美国国债收益率之差扩大，而他认为这项交易进一步获利的空间已经缩小。

三 | 　　“现在很难在投资组合中持有大量曲线陡峭化头寸，因为如今长端出现了一个不以经济回报为目的的买家，”他在接受采访时表示。　　这个买家就是美国财政部。

四 | 财政部上周宣布，计划将对市场上现有10年至30年期国债的购买规模至少提高一倍，以防止借贷成本进一步飙升。自该计划公布以来，5年期与30年期美债收益率之差已收窄约10个基点。　　“贝森特实际上已经亮明了底牌，”Khanduja说。他认为，贝森特的行动相当于迎来了一个“不惜一切代价”的时刻。这一说法借用了欧洲央行前行长德拉吉2012年为捍卫欧元作出的承诺。

五 | 德拉吉当时的干预最终帮助平息了欧洲债务危机。　　Khanduja与Brian Ellis共同管理规模44亿美元的Eaton Vance总回报债券基金。过去10年，该基金年化回报率为3.2%，约为美国综合债券指数同期涨幅的两倍。晨星数据显示，该基金过去10年的表现超过约97%的同类基金。截至周一，该基金今年以来回报约0.3%，相比之下，基准指数同期下跌0.2%。