，10年期国债收益率突破5%，推动住房抵押贷款利率升至7%以上。此次抛售源于政府赤字膨胀、美伊紧张局势加剧、油价飙升、美联储鹰派言论以及通胀数据加剧——所有这些因素最终导致周三美国五年期国债拍卖需求疲软，令华尔街交易部门感到意外。
US Treasury yields hit their highest level since 2007, topping 5% on the 10-year, sending home mortgage rates to more than 7%. The rout stems from ballooning government deficits, worsening tensions between the US and Iran, skyrocketing oil prices, hawkish commentary out of the Federal Reserve and steepening inflation data — all of which culminated in weak demand for an auction of US five-year notes on Wednesday, surprising trading desks across Wall Street.
国际货币基金组织总裁克里斯塔利娜·格奥尔基耶娃在本周Semafor的“下一个30亿”活动上表示：“当利率上升时，利息支付也会增加，这扼杀了政府做任何事情的能力，包括帮助人们应对高昂的生活成本。因此，我们应该为人们更加不满、更多地方出现街头抗议做好准备。”收益率上升可能成为阿波罗或黑石等一些私人信贷贷款机构的福音：直接贷款机构往往能从其他市场的波动中受益，在其他人退缩时提供稳定的帮助。当然，需要现金的公司并不少。——艾伦·迪毛罗
“When interest rates go up, interest payments go up, and that suffocates the government’s ability to do anything, including to help people with the high cost of living,” said IMF head Kristalina Georgieva at Semafor’s The Next 3 Billion event this week. “So we should prepare for people being more unhappy, more, in many places, on the street.” The higher yields could become a boon to some private credit lenders like Apollo or Blackstone: Direct lenders tend to benefit from volatility in other markets, offering a steady helping hand when others retreat. There’s certainly no shortage of companies in need of cash.