0911 ET——投资者有理由对通胀感到担忧，但这或许并非推动债券收益率上行的主要因素。事实上，以盈亏平衡利率衡量的通胀预期，长期来看已相当接近美联储2%的目标水平。Capital.com的Daniela Hathorn在一封电子邮件中指出：“投资者可以相信长期通胀率将平均维持在2%至2.5%左右，但与此同时，由于石油、关税、财政政策以及其他供给冲击的影响，他们对这一预测的信心却正在减弱。”她进一步表示，此轮债券抛售“是由持续的通胀风险、政府大量举债以及资本竞争日趋激烈等多重因素共同推动的，而并非仅仅源于预期通胀率本身的急剧攀升。”
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