美银:若美国长债回购计划失败,风险资产将承压

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Yesterday

ChainCatcher 消息,美国银行策略师哈特内特表示,若美国财政部控制长期国债收益率的计划失败,美元将承压,并可能在 11 月中期选举前引发对风险资产的做空押注。

若财政部长贝森特无法将 30 年期收益率拉低至 5% 以下,美元预计将下跌,金融股和 AI 超大规模企业等风险资产面临做空风险。

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