Odaily星球日报讯 过去数日美国国债持续上涨,推动国债收益率走低。动态经济战略公司首席执行官 John Silvia 指出,此轮涨势已过度。Silvia 分析称,“扩张性财政政策与宽松货币政策”的基本面,结合顽固的通胀压力,意味着美债估值偏高。他特别关注五年期国债收益率——当前约 3.6%,略低于密歇根大学最新调查显示的 3.7%五年期通胀预期。Silvia 表示,这一对比意味着“即便未计入税收因素,实际回报率已为负值”。(金十)
Odaily星球日报讯 过去数日美国国债持续上涨,推动国债收益率走低。动态经济战略公司首席执行官 John Silvia 指出,此轮涨势已过度。Silvia 分析称,“扩张性财政政策与宽松货币政策”的基本面,结合顽固的通胀压力,意味着美债估值偏高。他特别关注五年期国债收益率——当前约 3.6%,略低于密歇根大学最新调查显示的 3.7%五年期通胀预期。Silvia 表示,这一对比意味着“即便未计入税收因素,实际回报率已为负值”。(金十)
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