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牛顿投资管理公司固定收益主管埃拉·霍查:目前的危险在于,这种财政现象(美国财政赤字不断扩大)会自我滋长。这应该引起一些担忧,对于风险资产来说尤其如此。对于政策制定者来说也是如此,因为他们必须以更高的利率进行融资。
news flash·2025-05-23 14:14

Core Viewpoint - The current danger lies in the self-perpetuating nature of the expanding U.S. fiscal deficit, which raises concerns for risk assets and policymakers alike [1] Group 1 - The U.S. fiscal deficit is continuously growing, which is a significant concern for the financial markets [1] - Higher interest rates will be necessary for financing, impacting policymakers' decisions [1]