据福克斯商业新闻爆料,知情华尔街高管称,美国财长贝森特将“不惜一切代价”,让做空美债长端、试图推动10年期美债收益率升至

智通财经
13 hours ago
据福克斯商业新闻爆料,知情华尔街高管称,美国财长贝森特将“不惜一切代价”,让做空美债长端、试图推动10年期美债收益率升至5%的“债券义警”感到“敬畏”。相关措施可能包括美债回购、增加短期债发行,以及“可能取消20年期等长期限国债”。消息人士称,这些措施是短期方案,目的是防止收益率进一步飙升,避免高利率在中期选举临近之际“扼杀增长”。不过,华尔街人士指出,这并不能解决根本问题,美国债务规模已达到40万亿美元,同时AI基础设施建设正在加剧资本竞争。长期来看,特朗普政府剩余任期内预计不会采取财政紧缩政策,计划仍是通过经济增长和增加税收收入“增长摆脱债务”。因为面对如此高的债务水平,真正的解决方式还是加税或紧缩,但这可能会引发经济衰退。

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