在贝森特早年担任对冲基金交易员期间指导过他的亿万富翁投资者斯坦利·德鲁肯米勒表示,贝森特计划斥资数十亿美元回购美债是一个

智通财经
7 hours ago
在贝森特早年担任对冲基金交易员期间指导过他的亿万富翁投资者斯坦利·德鲁肯米勒表示,贝森特计划斥资数十亿美元回购美债是一个错误的决定。他表示,“那些试图通过操纵价格来对抗基本面的政府总是会失败。我过去50年一直依据一个简单前提进行交易:市场汇集了任何委员会都无法拥有的信息,而价格正是这些信息传递给决策者的方式。长期美债收益率是世界上最重要的价格指标,也是美国现存的唯一财政约束机制。”德鲁肯米勒认为,财政部试图影响债券市场在当前背景下缺乏合理性,10年期收益率目前大致处于经济名义增长率附近,这意味着金融环境处于宽松状态,而非具有限制性。

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