美财政部加码长债回购引发债务担忧,黄金有望实现周线三连涨

智通财经
Aug 21
【美财政部加码长债回购引发债务担忧,黄金有望实现周线三连涨】美国财政部意外加大长期国债回购力度,市场对美国债务负担的担忧加剧,黄金有望录得连续第三周上涨。黄金现货价格交投于每盎司4560美元附近,本周累计涨幅预计接近4%。美国财政部周三出人意料释放流动性,推动美债收益率与美元下行,利好金价。周四,美国财政部长贝森特表示,准备扩大高成本债务的回购规模,并透露政府很快将推出一项财政举措,以应对多年来处于高位的借贷成本。尽管本周后期美债收益率回吐了回购消息带来的大部分跌幅,但此次操作折射出市场对政府债务规模飙升的担忧。此前黄金多年持续走高,一大核心逻辑就是投资者寻求其他避险资产。盛宝市场首席投资策略师Charu Chanana称:“值得关注的一点是,即便美国长端国债收益率仍处于高位,金价依旧保持坚挺。这表明本轮上涨越来越多受美元走弱、美国财政与货币信用问题驱动,而不单单是收益率下行这一因素。”

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