美债管理进入“新世界”,华尔街探讨贝森特“救美债”下一招

第一财经
Aug 27

长期以来,美国财政部的债务管理政策一直强调规律且可预测,尽可能减少政策变化本身对美债市场造成冲击。但贝森特近期的一系列举措正在改变这一传统。美国银行的美国利率策略董事总经理斯瓦伯(Meghan Swiber)表示,美债市场正在进入债务管理的“一个全新世界”。目前,贝森特仍表示,财政部至少在下一次季度再融资公告之前不会改变常规国债拍卖安排。但财政部上周宣布扩大债券回购计划,并将这一策略称为“扭转操作...

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