贝森特扩大美债回购被指“玩火” 美国或重演日本式货币贬值

格隆汇
Aug 21
美国本周宣布将扩大国债回购、引发市场剧烈震荡后,投资者开始将其与日本的政策作比较。日本过去为压低借贷成本所采取的措施,曾导致日元长期疲软。美元目前处于三个月低点,并势将录得本月最差单周表现。美国财政部周中意外宣布,将把较长期国债回购规模提高一倍。布鲁金斯学会高级研究员Robin Brooks表示,美国政府此举是迄今“最明确的迹象”,表明美国正在步日本之后尘,迈向本币贬值。他称,美国政府是在“玩火”。美债在消息公布后一度上涨,但随后已回吐涨幅。黄金及其他贵金属则走高。渣打银行G10策略主管Steven Barrow表示,通过回购来压低债券收益率,只会进一步给美元带来压力,却无法解决推动收益率上升的根本问题,也就是财政赤字。

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