美国国债收益率上升对华尔街是“利好”；①瑞士信贷(credit Suisse)策略师戈卢布(Jonathan Golub)表示，美国国债收益率上升和信贷利差收窄是经济正在好转的信号，对美股是个好兆头。戈卢布表示，他的定量研究表明，通胀预期是股市的“头号”驱动因素。经济复苏导致信贷利差收窄，反映出贷款违约预期降低，这也对股市有利。②戈卢布表示，随着总需求的复苏，对资本的需求正在上升。这是推动10年期美国国债收益率走高的主要因素
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