高盛(GS.US)總裁:美國債務已取代關稅成為最大風險
高盛(GS.US)總裁John Waldron表示,雖然目前所有注意力都集中在關稅上,但債券交易員對美國政府債務不斷上升的憂慮加深,認為在宏觀層面上最大風險已不再是關稅,而是美國政府債務。
他稱,美國財政部的債務增加正在推高利率,特別是超長期國債的利率,這令美國政府的貸款成本上升,加劇財政赤字以及整個經濟體系中貸款成本上升的風險。不過,美國經濟勢頭強勁,經濟及消費表現極強的韌性,這一點是出乎意料之外。
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