原创翻译:龙腾网 http://www.ltaaa.com 翻译:不爱睡觉的猪 转载请注明出处
论坛地址:http://www.ltaaa.com/bbs/thread-473807-1-1.html

Is anybody worried about China selling U.S. treasuries?

Reddit红迪网:有没有人担心中国抛售美国债券啊?



Ajgbaby
As I understand it, China is the largest holder of U.S. debt and Japan is 2nd. Japan is already starting to reduce its treasury purchases. If China sells off U.S. treasuries that means the yields will rise and companies across the country will be less inclined to tacking on more debt. This comes at a time when the market is already extremely leveraged AND when the fed’s fund rate is increasing. This will cause cash to dry up in U.S. equities which will slaughter the stock market due to the deleveraging....I’m really not trying to be a contrarian, I’m just wondering if anybody shares this same view?

题主:
据我所知,中国是美国最大的债券持有人,日本是第二大的。日本已经开始减少购买美国国债了。如果中国抛售美国国债的话,国债收益率会上升,这意味着全国各地的公司会更倾向于增持更多的债券。这种情况会发生在市场已经存在极高的杠杆率,而且美联储的基金利率也正在上升的时候。这将导致美国股市的现金流枯竭,而且由于去杠杆化的原因,这会毁掉股市的。。。。。。我真的不想成为一个反向投资者,我只是想知道是不是有人也有同样的观点?