美国发债大潮在即,美股能抗住吗?

Ofweek光电信息网
Jul 15, 2025

大家好,我是海豚君!上周策略周报中,海豚君说了,用一年后的视角来看今天,美国的宏观组合,大概率是“大财政+宽货币”下的通胀经济前景,效果就类似疫情时期+拜登时期在堆积的国债的情况下,用通胀这种全民买单的方式来化解。但这么操作的基本前提是,需要一个温顺的美联储来配合实现低利率,越早降息越好。与此同时,特朗普还能上什么大招?高位美股接下来还有两道坎儿,能抗住吗?一、沉重的债务负担疫情开始,美国联邦债务...

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