花旗:全球股票策略-又一轮债券抛售,评估风险
花旗·2025-05-23 05:25
V i e w p o i n t | 22 May 2025 18:00:00 ET │ 14 pages Global Equity Strategy Another Bond Sell-Off: Assessing Risks CITI'S TAKE The constantly evolving rates narrative remains one of the key risks for equities. The latest UST pressures include heightened fiscal concerns around the ongoing budget bill negotiation. This could reignite concern around foreign demand for US assets, which played some part in the early April sell-off. Rates volatility could also potentially spill over into equity volatility via v ...