美国财政部将第三季度净借款预期规模上调36%。交易商预计,本周财政部将公布季度内长债标售规模高于此前,这将是2021年初以来首次提高发债规模,而且发债潮可能延续到明年。
整体而论,美国大规模发行公债将使美债收益率再度走高,资金热钱预计将再度回流美国,同时由于无风险收益率提升美股未来有概率回调风险,这也将不利沪深300上行。
#CHINA300# #USDollarIndex# #bonds#

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