贝森特出手反成双刃剑:日元走强、美债跳水,美股牛市悬了?

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Sep 10

作者:龙玥,华尔街见闻 原标题:吹高了日元,却没守住美债!贝森特是美股“猪队友”? 美国财政部部长贝森特本周连续出手:先是高调警告市场不要做空日元,日元随即走强;紧接着大幅扩大美债回购规模,试图压住长端收益率。结果,日元涨了,但美债跌了。 两件事单独看,各有逻辑。合在一起,却构成了对美股近四年牛市的双重威胁——日元走强冲击套息交易,美债收益率走高压制估值。 9 月 9 日周三,美股连续第三日下跌...

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