伊朗冲突引发的避险需求，并未像以往那样把资金推向美债。相反，战争带来的通胀冲击与美国财政赤字的结构性扩张叠加，正在削弱美债作为全球“避险资产”的对冲效率。 据华尔街日报，美国股市周一仍小幅收涨，延续了市场在突发利空后“逢跌买入”的惯性。但债券市场却表现不佳，美国的长短期国债收益率自周一开市以来持续走高，显示美债在压力情境下未能提供传统缓冲。 风险资产的波动首先在海外集中体现。去年全球表现最好的...
Source Link伊朗冲突引发的避险需求，并未像以往那样把资金推向美债。相反，战争带来的通胀冲击与美国财政赤字的结构性扩张叠加，正在削弱美债作为全球“避险资产”的对冲效率。 据华尔街日报，美国股市周一仍小幅收涨，延续了市场在突发利空后“逢跌买入”的惯性。但债券市场却表现不佳，美国的长短期国债收益率自周一开市以来持续走高，显示美债在压力情境下未能提供传统缓冲。 风险资产的波动首先在海外集中体现。去年全球表现最好的...
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