格隆汇12月8日｜Candriam首席经济学家Florence Pisani和全球债券主管Philippe Dehoux在报告中指出， 若美联储独立性受到质疑，美国国债收益率曲线可能陡峭化50至100个基点。他们称，美联储信誉受损 将导致短期收益率下降，反映出市场对关键利率更大幅度下调的预期；但长期收益率则会上升，因投资 者将要求更高的期限溢价，以补偿货币政策连贯性及美联储控制通胀能力所面临的不确定性。 来源：格隆汇APP ...

Core Viewpoint - The rise in long-term yields is attributed to market decisions and concerns over government finances, with increased apprehension from overseas buyers contributing to this trend [1] Group 1 - Federal Reserve Governor Waller indicates that market dynamics play a crucial role in determining long-term yields [1] - Concerns regarding government fiscal policies are identified as a significant factor influencing the increase in long-term yields [1] - The apprehension from international buyers is also highlighted as a contributing factor to the rising long-term yields [1]

美联储古尔斯比：如果长期收益率的上升对实际经济活动产生直接影响，这将成为美联储分析的一个因 素。 ...