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比特币飞哥
美债走强，财政紧缩预期在重新定价
民主党控制国会意味着特朗普扩大赤字的立法空间被压缩，联邦借贷压力下降。美债全线上涨，收益率回落。对规模40万亿的美债市场来说，这是明确的正向信号。但有人提醒，僵局利好这套逻辑在当前收益率水平下未必成立，融资成本太高的时候，预算僵局本身就是风险。
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