会痛的十七岁美债最终恐无人接盘？美联储官员重磅警告 加息大门仍敞开_我的网站
一 | 近期，美国长期国债收益率飙升至近20年高位引发担忧。美国里士满联储主席汤姆·巴尔金最新警告称，美国债务不断膨胀最终将引发一场清算，他指出“到某个时刻，人们会停止购买你的债务”。 巴尔金表示，如果美国债务继续攀升，最终将不可避免地迎来一场“清算”，但具体时间点难以预测。 Twinkle Khanna is addressing the heated debate that erupted after she remarked on infidelity during an episode of Two Much With Kajol and Twinkle. The author and former actor recently faced backlash for saying that physical cheating could sometimes be brushed aside with a “raat gayi, baat gayi” attitude. Social media users accused her of trivialising betrayal, prompting Twinkle to set the record straight. In an interview with The Times of India, Twinkle explained that her comment has been taken far too seriously. “It was part of a light-hearted game. It was not meant as a serious debate,” she said, clarifying that the tone of the show was playful, not philosophical. She added that if the discussion had been intended as a deep dive into fidelity and relationships, her response would have been completely different. “A serious debate would require us to look at monogamy as a construct, from early civilisation to how it shapes society today. That’s an entire conversation in itself. But this was just a joke shared in a fun moment,” she emphasised. View this post on Instagram A post shared by prime video IN (@primevideoin) The controversy began on an episode featuring Janhvi Kapoor and Karan Johar, where the group was asked whether emotional cheating or physical cheating is worse. While Kajol, Karan and Twinkle suggested that physical slip-ups might be forgiven with time, Janhvi Kapoor firmly disagreed, saying physical betrayal is a complete deal-breaker. Twinkle’s casual “raat gayi, baat gayi” line, a phrase meant to indicate moving on, triggered immediate criticism online, with many viewers praising Janhvi for taking a hard stand and calling out the others for normalising infidelity. Two Much With Kajol and Twinkle has become a popular space for candid celebrity conversations, featuring names like Salman Khan, Aamir Khan, Vicky Kaushal, Alia Bhatt, Kriti Sanon, Varun Dhawan, Akshay Kumar and many others. The latest episode welcomed Indian women’s cricket stars Jemimah Rodrigues and Shafali Verma. The show is currently streaming on Prime Video.Also Read: Kajol and Twinkle Khanna Address Criticism Surrounding Their Talk Show。
二 | 被问及美国联邦债务债务总额突破40万亿美元时，巴尔金表示，只要公众继续购买国债，政府就可以继续举债。但他警告存在人们停止购买美债的真实风险。 “随着事态的发展，这终将面临清算。只是没人能预料到具体时间，我们拥有全球性货币和法治体系——这些正是人们持续购买我们债务的原因。但你知道的，总有一天，人们会停止购买你的债务，这就是当前存在的风险。”巴尔金称。 本月，随着美债遭遇大幅抛售，长期国债收益率攀升至数十年高位，迫使美国财政部宣布采取非常规债务回购干预举措。 动荡不安的债市引发了市场争论。虽然巴尔金并未预测短期内会出现危机，但他关于投资者最终可能停止购买美国国债的直白警示，与华尔街人士已经提出的担忧遥相呼应。 近几周已有多位华尔街知名人士警告称，某种形式的债务清算发生的可能性正不断上升。
三 | 这也是近期美联储官员针对美国举债可持续性发出的最为直白的警告之一。相比之下，巴尔金的美联储同僚们有关美债的表态则颇为谨慎。
四 | 明尼阿波利斯联储主席尼尔·卡什卡利上周日表示，美国国债收益率上升并不构成担忧，也不太可能影响货币政策决定。 “种种迹象表明，美国国债市场运作正常，交易正常进行，市场流动性充足，因此我们可以将联邦基金利率作为降低通胀的主要政策工具。”卡什卡利在接受最新采访时说道。 而美国圣路易斯联储主席阿尔贝托·穆萨勒姆上周四在接受媒体采访时将美债抛售归因于政府借贷与人工智能（AI）发展融资需求之间的资金争夺。 当前存在对资金的竞争，来自政府融资——政府融资总额——加上人工智能建设，而目前美国和全球各地都在为其提供融资，“穆萨勒姆当时表示，”有趣的是，通胀预期得到锚定。美联储的信誉并未受到质疑。 Current article:http://2xsuz.diapoqiechuangpenghua.sbs/5aqaa/6ry7p0r.html Published on:14:23:28 |
加息大门仍敞开 利率前景方面，巴尔金重申，鉴于通胀正在缓解，他目前仍倾向于维持利率不变，但也表示如果物价压力变得根深蒂固，官员们可能需要加息。 这番表态意味着，尽管巴尔金的基本预期仍是按兵不动，但进一步收紧政策的大门并未关上。美联储的利率路径将高度依赖经济数据。 同日，波士顿联储主席柯林斯表示，若数据未显示通胀持续降温，美联储可能需尽快加息。 他们的言论恰逢美联储主席沃什周五将在杰克逊霍尔发表主题演讲之前，届时财政可持续性以及利率前景将是市场关注的焦点。市场普遍认为沃什的演讲将为9月政策会议释放重要信号。 据CME“美联储观察”，目前美联储9月维持利率不变的概率为60.4%，加息25个基点的概率为39.6%。（文章来源：财联社）。