I think it is a hedge fund story to enlarge the problem of US debt when the global debt problem is as severe. So the 10 years yield may rise to 4.7 level or even 5 percent level and drops as the second half of 2025 will show weak data if US will contract the money supply and prolong the game of tug of trade war.
谢谢杨师姐！
有一些分析师认为10y要到5以上才有价值，您觉得这是个高概率事件吗?
不算高概率，但是需要有国债crisis trigger，所以先配置少一些比例。真到5%的话，那就超配一把
谢谢杨师姐！👍
杨师姐，您觉得美债利率跌到什么区间，会是值得介入的位置？
我比较保守，10年期4.75%，30年5.25%
I think it is a hedge fund story to enlarge the problem of US debt when the global debt problem is as severe. So the 10 years yield may rise to 4.7 level or even 5 percent level and drops as the second half of 2025 will show weak data if US will contract the money supply and prolong the game of tug of trade war.
yes, the curve will probably go steeper a bit more, then it will be flattened
Just look at Apple or UNH… golden opportunities
Apple, yes; UNH, idk
there’s no real alternative to UNH’s dominance.
that's true.