戴蒙唱衰美债与增持阿里背后的逻辑呼应

财经网
27 Jun

摩根大通首席执行官戴蒙日前频繁发出对美国债券市场的警告,其核心观点直指美国财政政策的不可持续性与债务风险的累积。据其6月1日接受福克斯商业新闻电视台的访谈,戴蒙明确表示,美国国债市场正面临“艰难时期”,潜在危机可能在6个月至6年间爆发。这一判断基于美国政府持续扩大的财政赤字,与美联储量化宽松政策的叠加效应。2025年特朗普政府延长其首个任期内的减税政策,同时配合高额关税政策的反复调整,导致联邦赤字...

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