固定收益抛售持续，未见尽头 · 外汇每日快照

关键论点

• 美国固定收益抛售正引领全球债券市场，帮助美元进一步走强。
• 本月2年期收益率升幅正接近3月冲突爆发后的升幅规模。
• 此轮走势带有“痛苦交易”和强制抛售的特征，可能还有进一步空间。
• 布伦特原油上涨（受伊朗联合国讲话未显示和平即将到来支撑）强化了抛售。

对应原文证据

1. 1 24th September 2026 No end in sight as fixed income selling continues 24 th September 2026 USD: Higher US yields across the curve helps the dollar The US dollar has advanced further with the sell-off in US fixed income leading the way for global bond markets. · September 2026
2. That remains a factor in this sell-off as well and Brent crude oil is up close to 6% from the lows yesterday.
3. This would likely lead to further rises in diesel on international markets and could also lift gasoline prices in the US with the surplus diesel in the US causing crude oil refiners to cut production of not just diesel but gasoline as well.