高盛集团信用策略师：下行风险来源足够多，值得在投资组合中保留一些对冲策略。经济增长可能进一步出乎意料地下滑”，反通胀压力可能消退，或者对美联储独立性的担忧再度升温，这都可能引发长期债券收益率的大幅下跌。

Core Insights - The credit strategist at Goldman Sachs indicates that there are sufficient sources of downside risk, suggesting that it is prudent to maintain some hedging strategies within investment portfolios [1] Economic Outlook - Economic growth may unexpectedly decline further, which could lead to a significant drop in long-term bond yields [1] - There is a possibility that disinflationary pressures may fade, contributing to the overall economic uncertainty [1] - Concerns regarding the independence of the Federal Reserve may resurface, adding to the potential risks in the market [1]