联邦评级“惨遭”穆迪下调后 美国多州仍维持最高信用评级

Core Points - The U.S. federal government lost its last highest credit rating from Moody's, while several states, including Florida, North Carolina, and Texas, are likely to maintain their top ratings [1][2] - The downgrade reflects concerns over the growing debt and deficit, which may harm the U.S.'s status as a preferred destination for global capital and increase government borrowing costs [1][3] - The municipal bond market may experience volatility due to the downgrade, particularly in areas linked to the federal government [2][3] Group 1 - Moody's downgrade of the U.S. government rating to Aa1 indicates a failure to address significant annual fiscal deficits and rising interest costs [1] - Over 12 states hold a pristine 3A rating from Moody's, which is higher than the federal government's rating [1][2] - Historical data suggests that U.S. states have shown resilience even when the federal rating was downgraded [2][3] Group 2 - The rise in U.S. Treasury yields may impact municipal bonds and corporate debt, as borrowing costs for companies are often benchmarked against government bond yields [2][3] - The municipal bond market may see specific areas affected, similar to the impact observed after previous rating downgrades [2][4] - Analysts indicate that the direct impact of the downgrade may be less significant than the effects of interest rate fluctuations [4]