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Storm
@storm.mg · 1 hour

吳芳銘觀點:當財政部開始對抗債市─貝森特的美債保衛戰,正在改寫美元信用

吳芳銘觀點:當財政部開始對抗債市─貝森特的美債保衛戰,正在改寫美元信用
當一國的債券殖利率一直處於高峰的警戒值,財政部長不斷與債券市場較勁時,釋出的危險訊號是,市場已經開始質疑政府有沒有能力處理利率背後的問題。 美國財政部長貝森特(Scott Bessent)正在這個位置和時刻。8月19日,美國財政部突然宣布,自9月9日起將10年至30年期美債的單次回購上限,由20億美元提高至至少40億美元,而且不排除進一步擴大。消息公布後,30年期美債殖利率一...
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