斯塔默周一宣布对其在唐宁街的团队进行了多项调整，旨在重新规划政府架构，并争取在经济政策方面 拥有更大的影响力。 英国国债价格的下跌也受到全球因素的影响，英国债券是长期债券普遍下跌的"重灾区"。此次抛售反映 出传统投资者(如固定收益养老金基金)对这类证券的需求减弱，同时也反映出人们对结构性高通胀的担 忧。 在过去 12 个月里，英国30 年期国债的利率上涨了超过 100 个基点，而同期美国国债和德国债券的利率 涨幅约为 80 个基点。供应压力或许也对国债市场造成了影响。本周英国政府将发行一款新的 10 年期债 券，许多策略师预计该债券将于周二发售。 智通财经APP获悉，英国长期国债的收益率升至 1998 年以来的最高水平，这给英国首相基尔·斯塔默领 导的政府带来了更大的压力。周二，由于全球政府债券价格普遍下跌，英国30 年期国债利率上升了 3 个基点，至 5.67%。英国 10 年期国债收益率也上升了 3 个基点，至 4.78%。伦敦早盘交易中，英镑汇 率下跌 0.4%，至 1 英镑兑 1.3487 美元。 不断攀升的借贷成本给政府带来了又一个难题。在秋季预算会议即将召开之际，英国财政大臣雷切尔· 里夫斯面临着 ...

Group 1 - Renowned economist and investor Nouriel Roubini predicts a challenging period for the US economy, expecting the core Personal Consumption Expenditures (PCE) index to reach approximately 3.5% by year-end, with economic growth potentially turning negative [1] - Roubini describes the second half of the year as a "mini-stagflation shock," indicating that the Federal Reserve is unlikely to cut interest rates until at least December [1] - The Atlas America Fund (USAF), managed by Roubini, aims to mitigate various economic risks, including structural high inflation and climate change, and has shown a steady performance since its launch [2][3] Group 2 - The USAF has a small asset size of approximately $17 million and has increased by over 5% since its inception, demonstrating defensive characteristics during market downturns [2] - The fund's portfolio includes gold, short-term US government bonds, and exposure to agricultural commodities, with recent adjustments made to increase holdings in defense technology and cybersecurity stocks [2][3] - Roubini's significant investment in gold reflects a belief that the world is moving away from the US dollar, although he does not foresee a collapse of the dollar [3]