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债市风暴尚未结束,美股反弹路上或再添“拦路虎”
Jin Shi Shu Ju· 2025-05-29 08:51
Group 1 - Rising bond yields are suppressing the stock market's strong start this week, with the 30-year U.S. Treasury yield approaching 5% [1] - RBC Wealth Management warns that the rise in bond yields poses an imminent threat to the stock market, indicating that a breakthrough of the 2023 highs in U.S. Treasury yields could lead to a market correction [1] - The increase in U.S. Treasury yields is attributed to concerns over government deficit spending linked to tax cut proposals and rising inflation expectations, alongside the Federal Reserve's decision to maintain current interest rates [1] Group 2 - The sell-off in overseas bond markets, particularly following a weak auction of Japan's 40-year government bonds, has contributed to the upward trend in bond yields [2] - The Optimistic Trader's founder suggests that the financial markets are currently "overly complacent," predicting that bond yields will continue to rise and may surpass recent highs, which could hinder stock market rebounds [2] - Current 10-year U.S. Treasury yields are around 4.50%, nearing previous highs, with the 30-year yield previously peaking at 5.09% [2]