华尔街将美元上涨的部分原因归结为违约风险的转移。最近长期美债收益率明显,FactSet 数据显示,30 年期国债收益率已经突破 4% 重要心理关口,创近三个月新高。美债收益率上涨与美元走强同时发生,这是今年以来熟悉的市场模式。

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