“债券义警”蠢蠢欲动! AI发债狂潮撞上财政赤字, “全球资产定价之锚”逼近5%关口

智通财经
Aug 18
【“债券义警”蠢蠢欲动! AI发债狂潮撞上财政赤字, “全球资产定价之锚”逼近5%关口】智通财经APP获悉,有着“华尔街先知”称号的Yardeni Research创始人兼资深宏观经济学家Ed Yardeni近日表示,目前还没有理由对美国债券市场感到恐慌,尽管随着政府债务持续上升,投资者们已经显露出越来越明显的不安迹象。这位华尔街资深分析人士表示,市场正越来越担忧超大规模云计算巨头们与AI算力建设相关的信用借贷激增,同时也在质疑——如果油价再次大幅上涨,美联储是否会继续对通胀保持足够警惕。

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