【紧盯美债 特朗普与美联储陷入“胆小鬼博弈”】金十数据4月22日讯,如果市场想感受更广泛的市场焦虑情绪,只需看看美债。当下长期美债收益率再次开始上升,在本周交易逐步展开之际,这会让风险情绪持续紧绷。就目前情况而言,交易员和投资者对短期内达成任何贸易协议的信心正逐渐丧失,美国资产也受到重创。提醒一下,正是债券市场让特朗普在关税问题上做出暂停的让步。然而在经历了两周的混乱局面后,我们的处境并不比当时更好。本质上,我们正在玩一场 “胆小鬼博弈”,特朗普和美联储必须有一方先做出让步。如果鲍威尔及其同僚采取行动,紧急购买美国国债,这将带来一些短期缓解。然而,这一举动传递出的信号是,特朗普在关税问题上的强硬立场持续更久。
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