达利欧警告美债风险被低估，美股美债周一跌势缓和

Group 1 - The core viewpoint is that Ray Dalio, founder of Bridgewater, warns that the recent downgrade of the US sovereign credit rating by Moody's reflects only a small part of the real risks facing US debt, which are more severe than indicated by the downgrade [1][3] - Dalio believes that rating agencies like Moody's have not adequately considered the risk of the US federal government potentially printing money to repay its debts, which could lead to significant losses for bondholders due to currency devaluation [3] - On the day Dalio made his comments, the US stock and bond markets experienced a significant downturn, with major indices initially dropping but later recovering some losses [3] Group 2 - Market reactions to the Moody's downgrade vary, with UBS's Chief Investment Officer Mark Haefele stating that the downgrade is a headline risk and not indicative of a fundamental market shift, expecting no major direct impact on financial markets [4] - Baird's investment analyst Ross Mayfield noted that Moody's report does not highlight any unknown issues regarding the US fiscal situation and merely provides a brief respite for the market, without altering the optimistic outlook for the next 6 to 12 months [4]