毛骨悚然撞鬼经

美债全线上涨！彻底摁不住了？_我的网站

一 |     　　期货日报　　美债全线上涨！　　截至发稿，美国2年期国债上涨0.12%，美国5年期国债上涨0.48%，美国10年期国债上涨0.48%，美国30年期国债上涨0.35%。其中，美国30年期国债收益率已经连续超40天站上5%。    The super success of The Girlfriend has done a world of good to Rashmika Mandanna! Apart from the commercial success, the romantic drama catapulted the actress to shoulder a film of any magnitude. Rashmika has become one of the most bankable box office draws in the South, apart from being one of most sought-after stars in Hindi.          Rashmika on a signing spree?     Rashmika Mandanna is presently enjoying one of the best phases of her career. She is signing films back-to-back, and the latest buzz is that she is in discussions for a female-centric project with director Anudeep KV. The filmmaker earlier delivered blockbuster comedy Jathi Ratnalu under the production of Nag Ashwin. Anudeep is reportedly working on a serious drama for his next film. Known for his quirky humour, Anudeep’s shift towards a more emotional and intense film has already grabbed attention. According to sources, he approached Rashmika for the lead role. The magnificent success of The Girlfriend made the director believe that Rashmika would bring the right depth and energy to the character.          Rashmika does a balancing act     While the actress liked the basic storyline, sources reveal that Rashmika asked him to come up with a detailed narration before making her final decision. If things move smoothly, the project could go on the floor towards the end of 2026. The film is expected to be a strong, performance-driven drama centred around a female protagonist, a space where Rashmika has already proved her mettle.Industry insiders believe that pairing Anudeep’s fresh storytelling with Rashmika’s growing star power could result in a unique and impactful film. Rashmika is currently shooting for her upcoming Telugu film Mysaa, which is progressing at a fast pace. She also has some major projects lined up across multiple languages, Rashmika seems to be balancing commercial films and content-driven roles with ease. Fans are eagerly waiting for an official announcement, hoping to see Rashmika in another powerful role. Meanwhile, it is clear that the actress is heading into 2026 with a packed schedule.     Also Read: Vijay Deverakonda and Rashmika Mandanna’s New Film Begins… Silently。　　与此同时，趋势跟踪型对冲基金（CTA）与杠杆投资者在美债期货上建立了史上最大规模的净空头头寸。

二 | 巨额资金押注债券价格继续下跌、收益率持续上行。　　据悉，美国财政部决定采取行动，从下月起，长期国债的回购规模至少翻番。　　但专家称此举是“用创可贴治枪伤”。市场最初以涨势加以回应：长期美债的价格上扬，30年期美债收益率从数日前创下的19年来的最高位回落。但相关效果迅速归零，收益率再度抬头。

三 | 　　摩根大通认为，回购美国国债或能带来暂时缓解，却可能只是将债务问题的爆发推迟。美国财政部在做什么？其实是在回购期限较长的债券，同时发行短期票据。　　摩根大通有专家指出：“这类似于用信用卡还房贷，短期或奏效，但错配一定会愈加明显。”美国国债的规模持续震撼经济界。它已攀升至40万亿美元，推动美国30年期国债收益率升至19年以来的最高点。美国10年期国债的收益率逼近年化5%的关口。这相当于5年前的约3倍。　　与此同时，美联储已经3年没上调利率。

四 | 市场普遍怀疑，美国财政部是否有足够“火力”去管理一个庞大的固定收益市场。　　美国财政部长贝森特的投资导师杜肯家族办公室负责人斯坦利·德鲁肯米勒警告称，如果没有财政纪律，美国财政部压低美债收益率的努力不仅会伤害市场，也会损害美国财政部的公信力。

五 | 　　他在《华尔街日报》专栏中写道：“如果30年期美债必须以5.5%的收益率成交，那不是危机，而是一张账单。真正能持久压低长期收益率的唯一办法，是解决初级赤字。

六 | ”　　BCA首席策略师瑞安·斯威夫特在客户报告中表示：“如果美国政府真的想压低债券收益率，美联储必须参与其中。除非美联储动用资产负债表，否则美国政府压低债券收益率的任何努力都将失败。事实上，如果投资者开始察觉政府在急于求成，这些努力甚至可能适得其反。”　　不过，斯威夫特认为，美联储主席凯文·沃什可能不愿介入。沃什在其短暂执掌美联储期间，一直强调应让市场发挥价格发现功能。太平洋投资管理公司公共政策主管坎特里尔提醒投资者，即便技术手段能短期压低收益率，但美国巨额预算赤字这一根本矛盾并未消失。　　在40万亿美元债务红线的背景下，支撑国债融资的供应压力依然巨大。

七 | 根据摩根大通截至8月24日的客户调查，市场头寸正呈现出两极分化的态势：中性头寸降至54%，为今年5月以来最低。　　这意味着，在“贝森特期权”的影响下，原本观望的资金正被迫入场，在政策干预与宏观压力之间寻找新的平衡点。责任编辑：李铁民。

Current article:http://cv213q.zongchaeiwengshuabaisisuofu.sbs/list_trl134/kza.html

Published on:10:57:36