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美债突破 40 万亿!收益率创新高,特朗普放大招:美债的尽头是美军,栗頿,原创 美债突破 40 万亿!收益率创新高,特朗普放大招:美债的尽头是美军_我的网站

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China South Korea Photo:VCG
    China South Korea Photo:VCGEnding a five-year gap, Chinese Foreign Minister Wang Yi is set to visit South Korea from Wednesday. Chinese observers said Seoul holds expectations for Wang's visit amid flux across Northeast Asia, and the trip underscores the importance of bilateral ties as the 34th anniversary of the establishment of diplomatic relations between the two countries approaches.
At the invitation of Minister of Foreign Affairs of South Korea Cho Hyun and Minister of Foreign Affairs of Indonesia Sugiono, Member of the Political Bureau of the Communist Party of China (CPC) Central Committee and Minister of Foreign Affairs Wang Yi will visit South Korea and Indonesia from August 19 to 22, Chinese Foreign Ministry spokesperson announced on Wednesday.
A release by the South Korean Foreign Ministry on Tuesday introduced that the two ministers are scheduled to hold a foreign ministers' meeting and a dinner on Wednesday and will exchange in-depth views on mutual concerns, including South Korea-China bilateral relations, the situation on the Korean Peninsula, and regional and international issues. 
President Lee Jae-myung will also meet Wang at Cheong Wa Dae on Thursday, The Korea Herald reported on Wednesday.
The visit, ahead of the ⁠APEC meeting in Shenzhen in November, is expected to serve as an opportunity to review the achievements of the full restoration of relations and to fully prepare for the next stage of high-level exchanges, the South Korean foreign ministry said. 
When asked about China's expectations for Foreign Minister Wang Yi's upcoming visit to South Korea, Chinese Foreign Ministry spokesperson Lin Jian stated on Wednesday that China and the South Korea are close neighbors and partners to each other. Since the establishment of diplomatic relations 34 years ago, China-South Korea relations have achieved comprehensive and rapid growth, bringing tangible benefits to the two peoples and making positive contributions to regional peace, stability, development and prosperity. 
It is believed that Foreign Minister Wang's visit will help both sides further implement the important consensus reached by the two heads of state, step up communication, enhance mutual trust, deepen exchanges and cooperation, and jointly advance the China- South Korea strategic cooperative partnership, Lin added.
Wang's trip marks his first visit to South Korea in five years since he last came to Seoul for bilateral talks with his South Korean counterpart in September 2021, Yonhap News Agency reported on Tuesday. The previous talks between Wang and Cho took place in September last year on the sidelines of the APEC forum in South Korean southeastern city of Gyeongju, the report said.
Dong Xiangrong, senior research fellow at the National Institute of International Strategy at the Chinese Academy of Social Sciences, told the Global Times that August 24 marks the 34th anniversary of the establishment of diplomatic relations. With the anniversary approaching, Wang's visit highlights the importance of bilateral relations, which have generally developed steadily over the past 34 years and delivered tangible benefits to both peoples.
On Wednesday, Chinese Ambassador to South Korea Dai Bing also published an opinion piece in The Korea Times, writing that under the new circumstances, both sides should build on the current momentum, reinforce what is positive, address what needs to be improved and work together to keep bilateral relations healthy, stable and moving upward.
⁠China and South Korea have already conducted a number of high-level exchanges, with Lee Jae-myung making his first visit to China since taking office in January. Dong noted that such interactions underscore the need for continued coordination in the future diplomatic engagements.
This visit takes place at a critical juncture, against the backdrop of significant shifts across Northeast Asia, Zheng Jiyong, a professor from Tianjin Foreign Studies University, told the Global Times on Wednesday.
"Lee is positioning himself for the next phase of South Korea's domestic political landscape, changes in the external environment, including the relation with China, exert substantial influence on South Korea's domestic politics," Zheng said. For all these reasons, Seoul attaches great importance to Wang's visit and has high expectations.
。    朋友们好,我是烽屿    美国长期国债收益率近期攀升至 19 年新高,三十年期一度达到 5.33%,与此同时,美国联邦债务总额首次突破 40 万亿美元。        向来被视为全球最安全资产之一的美债,正面临持有者抛售的压力,华盛顿方面也愈发焦虑。    救市举措效果有限    面对债务压力,美国财长贝森特宣布加码长期国债回购,将十年至三十年国债回购规模从每次最高 20 亿美元翻倍至 40 亿美元,试图为市场降温。        然而这一措施效果短暂,提振乏力,未能从根本上缓解市场担忧。    军方干预言论引争议    特朗普在被记者追问是否有其他干预方式时表示,终极干预手段就是军队,如果必须使用会用。这句话瞬间将债券问题与军事力量联系,引发金融圈错愕和嘲讽。    有人质疑是否暗示制造地缘冲突或用军事威慑影响债市,诺贝尔经济学奖得主保罗・克鲁格曼甚至用反讽模仿丘吉尔演说调侃其荒谬。        摩根大通高管詹姆斯・沙利文则比喻,回购措施像用信用卡还房贷,短期止痛,长期埋雷。

B |     剖析美债深层危机    这轮美债收益率走高,除通胀和地缘风险外,更反映投资者对美国财政前景、庞大发债规模及未来偿债成本的担忧。    贝森特的回购只能短暂缓解流动性,无法解决 40 万亿美元债务的根本问题。美债核心问题在于债务与通胀压力上升,投资者要求更高收益率,导致政府和民间借贷成本增加。        真正稳定债市的关键在于财政赤字控制、通胀稳定及可信的长期债务方案。特朗普的言论或许是即兴夸张,但暴露了美国财政信用的深层焦虑。    一个国家的财政信用建立在偿债能力、财政纪律和政策可信度上。

C | 在 40 万亿美元债务压顶下,美国真正需要保卫的不是美债价格,而是支撑美债与美元体系的信用。返回,查看更多

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