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美国前财长耶伦直言,特朗普的关税政策“不明确且不合情理”,正加剧全球不确定性,削弱盟友信任。她警告,美债被质疑,美联储虽未干预,但金融系统压力上升。点...

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2025-04-15 04:16:45

美国前财长耶伦重磅发声:特朗普关税政策加剧全球经济风险,美债信用危机引投资者担忧



美国前财政部长、美联储前主席珍妮特·耶伦近日在接受采访时直言不讳地批评特朗普政府的关税政策,称其"缺乏明确性且不合乎经济逻辑"。这位权威经济学家警告称,此类贸易保护主义措施正在产生三大严重后果:



1. 显著加剧全球市场不确定性

2. 严重削弱美国与传统盟友的互信基础

3. 导致国际金融体系稳定性面临挑战



耶伦特别指出,当前美国国债市场已出现令人担忧的迹象。尽管美联储尚未采取干预措施,但金融系统压力指标持续攀升,这可能导致:




  • 全球资本重新评估美债风险溢价

  • 国际投资者对美国资产的配置策略调整

  • 美元储备货币地位面临长期挑战



对投资者的直接影响分析:

1. 需警惕美债收益率波动加剧风险

2. 建议重新评估关税敏感型行业投资组合

3. 全球资产配置应考虑增加避险资产比重

4. 密切关注美联储政策立场可能转变





专家观点:耶伦的警告反映出美国经济政策不确定性已上升到可能影响全球资本流动的程度,精明投资者应提前做好风险对冲准备。

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