美国“债务危机”在路上？

金吾财讯

2023-10-27

10年期美债收益率在10月23日突破5%的关口，达到2007年以来最高的水平。

美债收益率大涨意味着什么呢？

美国财长耶伦表示，长期美债收益率飙升是美国经济强劲的体现，反映了人们对美国经济的信心，而不是出于对美国赤字上升或经济衰退的担忧。并进一步表示美国经济现在的情况看起来像是软着陆。

对于这个观点，相信有很多投资者会持不同的看法。

美国2023财年的预算赤字为1.695万亿美元，比上一财年增加了约3200亿美元，是美国历史上第三大的预算缺口。美国的状况真的像耶伦说的那么稳健吗？债务规模不断扩大，真的不会出现“债务危机”吗？全球市场又可能会遭受哪些影响？

$10年美债主连 2312(ZNmain)$

近期，美债收益率飙升，尤其是长期债券，被市场称为“美债火山”（Bondcano）爆发。每当全球资产定价之锚出现异动，风险资产价格都会遭遇冲击，标普500指数上周两日回调幅度超过3%，你如何看待接下来市场的走势？你是否会布局对冲策略？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

玉米地里吃亏
2023-10-28
玉米地里吃亏
我也觉得美国经济现在的情况看起来像是软着陆
梅川洼子
2023-10-28
梅川洼子
每次都能找到不同的专家，你真厉害
豆腐王中王
2023-10-28
豆腐王中王
女神的长头发很迷人，比美股迷人
灌饼高手00
2023-10-28
灌饼高手00
大漂亮的经济确实是在恢复的

发表看法

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