【分析:美国财长的言论抵消了特朗普降低美债收益率的努力】5月23日消息,据 The Kobeissi Letter 分析,在美国财政部长贝森特发表“4 月 2 日提出的 90 天暂停是基于真诚的谈判,特朗普认为欧盟的提议质量不高,希望这样做能激励欧盟采取行动”的言论后,美国 10 年期国债收益率上升了 6 个基点。 市场因特朗普宣布对欧盟征收 50% 的关税和对苹果征收 25% 的关税而转为下跌时,贝森特在福克斯新闻上大肆宣扬贸易“协议”。看来他可能没收到备忘录,宣布关税的目的是为了降低美债收益率,贝森特刚刚抵消了特朗普想要的收益率下降。然而,标普 500 指数现在较其高点下跌了 200 点,“贸易协议”的头条新闻并未帮助降低美债收益率。
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