4月10日,受美国暂缓关税消息影响,大跌几日的美债市场迎来回调。而就在此前几天,美债市场接连跳水,10年期美债收益率在三个交易日里最多累计上行了超过60个基点。 值得注意的是,复盘这一轮美债暴跌,可以发现其是在美股下跌、美元走弱的背景下进行的,这明显违背了三者的历史相关性规律。 以往市场抛售美债大多是基于美国经济基本面预期好转,抬升了美联储政策利率预期。但近期在美国政府所谓“对等关税”的...
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