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萬億美債來襲, 對市場有何影響?

本週(8月7日至8月13日),美國財政部將發行1030億美元,為去年以來最大規模,較5月份發售多出70億美元,而整個三季度需要發債1萬億美元。目前,長期美債收益率大幅走高,10年期和30年期國債收益率比幾週前高出約20個基點,距離去年10月份創下的多年來高點近在咫尺。十年期美債收 Show More
本週(8月7日至8月13日),美國財政部將發行1030億美元,為去年以來最大規模,較5月份發售多出70億美元,而整個三季度需要發債1萬億美元。目前,長期美債收益率大幅走高,10年期和30年期國債收益率比幾週前高出約20個基點,距離去年10月份創下的多年來高點近在咫尺。十年期美債收益率被稱為“全球資產定價之錨”,其飆升往往在金融市場引起劇烈動盪,並進一步增加衰退的可能性。在過去的五次拍賣中,美國10年期國債的銷售放緩,需求不溫不火,在收益率持續上升的情況下,需求能得到刺激嗎?與此同時,“美債海嘯”會對金融市場有什麼影響?
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    It's well-written, and in particular, the time points are clearly indicated:
    1. ️ From the end of last year to this year, I've been saying that this year's changes will show that Japan has now made austerity expectations, and it depends on when Mrs. Watanabe (overseas assets in Japanese yen), who is one of the largest interest rate transactions in US stocks, will return to mainland Japan;
    2EK ️ October is a critical month, and when the new US fiscal year starts, can it release water as much as the previous fiscal year (BTFP releases 400 billion US dollars this year) is the most critical question why the seven US stocks are rising 🉐️ the good thing is that “water” 🈶️ water 🈶️ flow rate has a bull market, no water, no flow rate, no bull market, US stocks have completely broken away from the fundamentals of the US economy;
    3 ️ The 10-year yield on US bonds has almost lost its proper role as an anchor for global asset pricing. It is infinitely close to last year's high, but in addition to only affecting the net value of US long-term bonds, the pricing of major types of assets (such as equity assets such as stocks, core commodities such as gold, copper, oil, and wheat) has lost its voice; commodity prices are still climbing regardless of their upward trend;
    4 ️ At a time when the 10-year yield of the US dollar is close to a new high 📈, both the 🈷️ line and weekly levels have formed a definite decline 📉 the trend indicates that the US dollar's head capital has begun to escape in an orderly manner;
    5. ️ Since the liquidity risk in the US Treasury bond market is already high and it is extremely difficult to sell, it is not ruled out 🈶️ The driving forces rush capital into US Treasury safe haven by detonating US stocks, but the extent to which the capital does not follow is still a problem for me personally...
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