桥水创始人达利欧再度警告：小心美债市场！政客们“无可救药”

Core Viewpoint - Billionaire investor Ray Dalio warns that the rising U.S. debt and deficit should concern investors about the government bond market [1][2] Group 1: Debt and Deficit Concerns - Dalio emphasizes the severity of the situation, comparing it to a doctor diagnosing a patient, indicating that the U.S. is in a critical state regarding its debt [1] - The U.S. national debt has surpassed $36 trillion, with the government expected to face a deficit of approximately 6.5% of GDP, which exceeds market capacity [1] - Recent concerns over fiscal conditions led to Moody's downgrading the U.S. credit rating, and the 30-year Treasury yield reached about 5.14%, the highest level seen in 2023 [1] Group 2: Political Challenges - Dalio expresses skepticism about politicians' ability to resolve differences and alleviate the national debt burden, highlighting that bipartisan cooperation often results in increased spending [2] - A recent House vote approved legislation that could lead to tax cuts and increased military spending, potentially adding trillions to the national debt and further expanding the deficit [1]