金十数据5月22日讯，瑞讯银行策略师Ipek Ozkardeskaya在一份报告中说，美国国债收益率的走势将取 决于两个因素。第一个因素是美国做出的财政选择：预算是否可持续，以及是否有任何控制债务的长期 计划。另一个因素是全球投资者的做法：全球投资者是否仍愿意为美国的赤字融资，尤其是在地缘政治 关系恶化、对美元的热情减弱以及对美国国债作为避险资产的信心下降等因素也削弱了市场信心的情况 下。 美国国债收益率走势可能取决于预算可持续性和投资者行为 ...

9 April 2025 | 12:17PM EDT Global Markets Daily: Making Sense of the Moves in Treasury Yields (Zu/Marshall) Making Sense of the Moves in Treasury Yields Amid rising recession risks and the sharp drawdown in risk assets, the breakdown in the typical relationship of lower yields and lower risk assets in these risk-off periods has become increasingly extreme. In today's Daily, we assess the drivers of this relative weakness in Treasuries. Taking a very high level view, it is first worth noting that, while the ...