中信证券:美国财政压力对美债影响几何?

金十财经
Yesterday

【中信证券:美国财政压力对美债影响几何?】金十数据4月29日讯,中信证券研报称,虽然今年4月美国国会通过了2025财年预算决议,但该决议并不具有法律效力也不能直接拨款。预计今年预算法案需要在9月30日前通过,否则国会则需通过临时拨款法案以避免政府停摆风险。特朗普减税法案今年若落地,美国财政赤字压力将进一步攀升。市场对于财政压力的担忧以及对于通胀风险的担忧将持续导致美债利率中期限溢价以及通胀预期部分高位运行,进而10年期美债利率中枢或一段时间在4.0%以上,后续美债利率下行空间的打开或需观察特朗普政策、美国经济承压状况和美联储表态。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10