Deutsche Bank AG: The market is losing interest in financing the U.S. twin deficits

智通財經
2025.05.15 18:16
德意志銀行全球外匯研究主管喬治·薩拉維洛斯在一篇文章裏強調美元、赤字和政府政策方面的問題。這篇文章無疑與今天美國 30 年期國債收益率觸及 5% 的走勢產生了共鳴。他強調，圍繞正在國會審議的財政預算法案，各方正在形成共識，並且赤字上升的可能性越來越大。這與白宮宣稱的降低貿易逆差的目標背道而馳，因為這會刺激消費需求。他們認為經常賬户赤字將繼續上升。
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