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分析師:美國減稅措施料將對美債長端構成壓力

2025-07-17 13:54:18

ChainCatcher 消息,T.Rowe Price 固定收益部門負責人 Arif Hussain 指出,特朗普"美麗大法案"的通過預計將導致美國基本赤字增加,從而對國債收益率曲線的長端構成壓力。

他稱:"減稅措施將使美國財政赤字在可預見的未來保持高位,並對美債收益率曲線的長端構成壓力。"一個可能使情況惡化的定性考量是,如果美國不再扮演"全球警察"角色,那麼未來預期增加的美債發行的外國需求將面臨疑問。在此背景下,T.Rowe Price 表示,10 年期及更長期限的美債可能面臨較大壓力。

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