德银警告,美国财政风险正在加速,而美债收益率与美元/日元汇率之间日益扩大的背离成为最重要的市场指标。近日,德银外汇研究主管George Saravelos分析称,在美国收益率上升的情况下,日元反常地仍在走强,这是外资减少参与美国国债市场的明显证据,也成为美国财政风险加速的最重要市场指标。虽然日本长期收益率最近几天强劲上升,有人将此解读为日本财政问题加剧的信号,但德银持认为如果日本确实面临财政担忧,...
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