
大卫·拉姆利和露丝·卡森报道。亿万富翁雷·达里奥警告称,美国国债市场容易受到中国和日本需求撤出的影响,这凸显了该市场在经历今年剧烈波动后可能面临的痛点。
Ray Dalio warned that the US Treasury market is vulnerable to a pullback of demand from China and Japan, highlighting a potential pain point for a market that has endured wild swings this year.
桥水基金创始人达里奥周二在新加坡接受彭博电视采访时表示,美国约三分之一的债务依赖外国资本,其中很大一部分来自日本和中国。
The US relies on foreign capital for about a third of its debt, and a lot of that is coming from Japan and China, Dalio, the founder of Bridgewater Associates said in a Bloomberg Television interview with Haslinda Amin in Singapore on Tuesday.
他指出,地缘政治问题意味着中国不愿继续增持美国债务,而日本此前借出了“大量资金”,现在希望收回。达里奥重申了他的警告,即美国在三年内可能面临债务危机。
Geopolitical issues mean China doesn’t want to continue to accumulate US debt, while Japan has lent “a lot of money” that the country now wants to take back, he said. Dalio repeated his warning that the US faces a potential debt crisis in three years.
目前,包括国债在内的政府债券遭到抛售,推高了借贷成本,使其达到多年来的高点。
He spoke as a selloff in government bonds including Treasuries drives up borrowing costs to multi-year highs.
通货膨胀、财政支出和强劲的经济增长削弱了全球对固定收益证券的需求。本周,债券价格延续了数月以来的跌势。
Inflation, fiscal spending and resilient economic growth have weakened demand for fixed-income securities around the world. Bonds have extended their months-long slide this week.
10年期美国国债收益率在5.3%左右徘徊,处于2002年以来的最高水平。
Yields on 10-year US Treasuries are trading at around 5.3%, hovering at levels last seen in 2002.