---
title: "债券资金流动与通胀预期下降不一致"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/277069202.md"
description: "作者：西蒙·怀特，彭博社宏观策略师，增加的国债 ETF 空头头寸和上升的抗通胀债券（TIPS）表明，市场预计通胀将加大，尽管预测正在下降。越来越多的人达成共识，通胀不再需要被恐惧"
datetime: "2026-02-26T16:02:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/277069202.md)
  - [en](https://longbridge.com/en/news/277069202.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/277069202.md)
---

# 债券资金流动与通胀预期下降不一致

_Authored by Simon White, Bloomberg macro strategist,_

**Increased short positioning in Treasury ETFs and rising TIPS point to markets expecting greater inflation, despite falling forecasts.**

There’s agrowing consensusthat inflation need no longer be feared.

### 相关股票

- [BND.US](https://longbridge.com/zh-CN/quote/BND.US.md)
- [TYO.US](https://longbridge.com/zh-CN/quote/TYO.US.md)
- [AGG.US](https://longbridge.com/zh-CN/quote/AGG.US.md)
- [511090.CN](https://longbridge.com/zh-CN/quote/511090.CN.md)
- [SCHP.US](https://longbridge.com/zh-CN/quote/SCHP.US.md)
- [GOVT.US](https://longbridge.com/zh-CN/quote/GOVT.US.md)
- [SPTB.US](https://longbridge.com/zh-CN/quote/SPTB.US.md)
- [TMV.US](https://longbridge.com/zh-CN/quote/TMV.US.md)
- [IEF.US](https://longbridge.com/zh-CN/quote/IEF.US.md)
- [VGIT.US](https://longbridge.com/zh-CN/quote/VGIT.US.md)
- [SHV.US](https://longbridge.com/zh-CN/quote/SHV.US.md)
- [TBT.US](https://longbridge.com/zh-CN/quote/TBT.US.md)
- [511520.CN](https://longbridge.com/zh-CN/quote/511520.CN.md)
- [STIP.US](https://longbridge.com/zh-CN/quote/STIP.US.md)
- [TIP.US](https://longbridge.com/zh-CN/quote/TIP.US.md)
- [SHY.US](https://longbridge.com/zh-CN/quote/SHY.US.md)
- [TBF.US](https://longbridge.com/zh-CN/quote/TBF.US.md)
- [159651.CN](https://longbridge.com/zh-CN/quote/159651.CN.md)
- [BIL.US](https://longbridge.com/zh-CN/quote/BIL.US.md)
- [159816.CN](https://longbridge.com/zh-CN/quote/159816.CN.md)
- [PST.US](https://longbridge.com/zh-CN/quote/PST.US.md)
- [TLT.US](https://longbridge.com/zh-CN/quote/TLT.US.md)
- [VTIP.US](https://longbridge.com/zh-CN/quote/VTIP.US.md)

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