国债收益率近期持续攀升，延续了此前的上涨势头。这一波动的背后，是两位美联储官员公开解释了本周为何投下反对票，主张加息。当债券价格下跌时，收益率便随之上升；而周五，路透社的一则报道——称美国财政部可能干预外汇市场以支撑日元——更是加剧了这一上行压力。
根据Tradeweb的数据，10年期美国国债收益率在近期交易中一度触及4.737%，创下自2025年1月以来的盘中最高水平。此次债券市场所承受的压力，与周三的情况截然不同。当时，投资者因担心美联储主席凯文·沃什在通胀持续的情况下不愿加息，而纷纷抛售较长期国债。
在周三的市场景象中，短期国债收益率实际上出现了下跌，而长期收益率则急剧飙升。这反映了市场的一种忧虑：美联储或许会等到太迟才启动加息，届时将被迫激进地大幅调高利率。到了周五，情形逆转，各期限国债收益率全线走高，因为投资者正加大对近期加息的押注。
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