Institutional managers: Concerns about the U.S. government's ability to repay its debts may deter some investors from putting their money into U.S. Treasury bonds

華爾街見聞
2025.01.06 16:35
Rose Advisors 駐紐約的投資組合經理 Patrick Fruzzetti 認為，現在與特朗普第一次執政時的最大區別在於赤字支出水平。根據國會預算辦公室的數據，美國債務負擔已從 2019 年底的不到 17 萬億美元增加到約 28 萬億美元，聯邦赤字與國內生產總值之比在 2025 年將超過 6%。投資組合經理 Jeff Muhlenkamp 表示，對美國政府償債能力的擔憂可能會使一些投資者不願將資金投入到美國國債。他將自己同名基金的大約 12% 資產間接配置在黃金上。“行動勝於雄辯，” Fruzzetti 談到即將上任的特朗普政府對於控制聯邦赤字的承諾時説。“除非他們能用行動證明，否則我不會減持黃金頭寸。”
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