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Yardeni Research:沃什强硬表态意在压低10年期美债收益率

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2026-07-01 10:18:21
据金十数据报道,Yardeni Research总裁兼首席投资策略师Ed Yardeni表示,他认为沃什正试图通过对通胀采取强硬立场来降低借贷成本,即推低影响抵押贷款利率和汽车贷款的政府债券收益率。

Ed Yardeni称,财政部与美联储之间达成了一项新的协议,旨在压低10年期国债收益率;贝森特和沃什作为团队合作,并已说服特朗普,降低借贷成本的最佳方式是对通胀采取强硬立场,并在必要时加息。

他还提到,贝森特近期承认债券市场的影响力及特朗普对此的认可。贝森特6月23日在纽约经济俱乐部演讲称:“债券市场推翻的政府比榴弹炮还多。”
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