#美债长端收益率走高
👉 利率路径怎么看，币安聊天室跟进
Long-end U.S. Treasury yields are rising again.
The 10-year yield has been pushed to an over-early-year high.
Bid-ask pricing is becoming more selective.
The rating agencies delivered a stern warning.
The share of interest costs in fiscal revenue is increasing.
The midterm elections and the debt ceiling are colliding.
Supply pressures can’t be avoided.
What will this combination lead to?
Risk-free rates will rise.
Stock valuation anchors will be pulled down.
Assets with high volatility are trimmed first.
The U.S. dollar strengthens, while non-U.S. currencies come under pressure.
Financing costs transmit layer by layer.
Small companies feel the pain first.
But it’s not a one-way negative.
Higher rates indicate the economy still has resilience.
Corporate earnings can hold up for now.
Money is simply being moved from the long end to the short end.
The pricing on the short end is actually being steadied.
Duration is being shortened, but positions haven’t disappeared.
The key is the timing of refinancing.
With credit spreads widening, credit stratification will become more pronounced.
For crypto, the bond market is the upstream water faucet of risk appetite.
Tighten the faucet, and no one can escape.
Do you think long-end yields will continue to surge higher? Chat in the comments.
👉 利率路径怎么看，币安聊天室跟进
Long-end U.S. Treasury yields are rising again.
The 10-year yield has been pushed to an over-early-year high.
Bid-ask pricing is becoming more selective.
The rating agencies delivered a stern warning.
The share of interest costs in fiscal revenue is increasing.
The midterm elections and the debt ceiling are colliding.
Supply pressures can’t be avoided.
What will this combination lead to?
Risk-free rates will rise.
Stock valuation anchors will be pulled down.
Assets with high volatility are trimmed first.
The U.S. dollar strengthens, while non-U.S. currencies come under pressure.
Financing costs transmit layer by layer.
Small companies feel the pain first.
But it’s not a one-way negative.
Higher rates indicate the economy still has resilience.
Corporate earnings can hold up for now.
Money is simply being moved from the long end to the short end.
The pricing on the short end is actually being steadied.
Duration is being shortened, but positions haven’t disappeared.
The key is the timing of refinancing.
With credit spreads widening, credit stratification will become more pronounced.
For crypto, the bond market is the upstream water faucet of risk appetite.
Tighten the faucet, and no one can escape.
Do you think long-end yields will continue to surge higher? Chat in the comments.
