关税战会如何摧毁“美元循环”?美债已掀起风暴,接下来有个关键时点

华尔街见闻
09 Apr

关税战引发的美债风暴或许只是刚刚开始,全球投资者应对全球收益率变化的早期迹象可能在几天内出现。 伴随着日本新财年开始,日本投资者可能大规模调整其配置策略,将资金从美债转向收益更具吸引力的欧洲债券,这可能引发美债市场的进一步动荡。 美债拍卖拉响警报 本周一的美债拍卖为投资者拉响警报。 隔夜三年期美债拍卖“惨淡收场”。作为衡量美国国内需求的指标,包括对冲基金、养老基金、共同基金、保险公司、银行、政府...

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