达利欧:预计全球债券抛售潮将持续

格隆汇
Oct 08
达利欧预计,全球债券抛售潮将持续,因为政府和企业正在争夺资本,不断攀升的债务发行量正考验投资者的承接能力。 各国政府正大量举债以弥补财政赤字,而企业也在筹集资金投资新兴技术,这种供需失衡可能使利率持续面临上行压力。 他表示:“我们正处于债券熊市之中,我认为这一点相当明确。而且我猜测,债券市场可能还有进一步下跌的空间。” 达利欧表示,更高的借贷成本最终将迫使信贷和支出收缩,拖累经济活动,并可能传导至股市。 目前,达利欧表示收紧过程才刚刚开始,尽管信贷环境已开始走弱,但盈利增长仍在为股市提供支撑。

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