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贝森特出手强压美债利率城堡证券警告：搞“金融抑制”恐伤美元_我的网站

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A | Several Muslim organizations and politicians across India have condemned the brutal killing of a Hindu man in the north Indian state of Rajasthan.,The deceased, Kanhaiya Lal, was a tailor. His killers filmed their barbaric act and posted it online.,The assailants said that their act was in retaliation for the victim's support for controversial remarks about Prophet Muhammad made by former Bharatiya Janata Party politician Nupur Sharma recently.,Condemning the murder, Deewan Zainul Abedin Ali Khan, the chief of Rajasthan's Ajmer Dargah, a highly revered Muslim shrine dedicated to Sufi saint Moinuddin Chishti, said that the Muslims of India would never allow Talibanized mindsets to surface in the country.,"No religion promotes violence against humanity," he said, adding, "Especially in the religion of Islam, all the teachings act as sources of peace.",The All India Muslim Personal Law Board (AIMPLB) stated that taking the law into one's own hands is "highly condemnable, regrettable and un-Islamic".,In a statement, Hazrat Maulana Khalid Saifullah Rahmani, General Secretary of AIMPLB, said, "It is a grave crime to defame and slander any religious personality. The derogatory words spoken by (former) BJP spokesperson Nupur Sharma against Prophet Muhammad are very painful for the Muslim community. The government's inaction against this crime has done nothing but rub salt in our wounds. But despite this, nobody can be allowed to take the law into their own hands by declaring someone a criminal and then murdering them; that is a highly condemnable act.","Maulana Halceemuddin Qasmi, General Secretary of Islamic organization Jamiat Ulama-i-Hind, condemned the Udaipur killing, calling it "against the law of the land and the religion of Islam.",Meanwhile, a day after the Udaipur killing, Naveen Jindal, who was recently expelled from the BJP, claimed to have received a death threat from a man named Akbar Alam.,Sharing the screenshot of the email on social media, Jindal said the abusers said now it was his turn and they would come and slit his throat.,On Wednesday, top Hindu organization Vishwa Hindu Parishad (VHP) told Sputnik that it would stage a peaceful demonstration against the "cold-blooded" murder of Kanhaiya Lal, the Hindu tailor, and the Islamic terror organization.,The deceased had allegedly put up a social media post supporting former BJP spokesperson Nupur Sharma over her controversial remark.,Modi's ruling BJP party has already suspended Sharma and expelled its Delhi media chief Naveen Jindal.,In a statement issued at the time, the BJP had clarified that it “respects all religions” and is “strongly against any ideology which insults or demeans any sect or religion.”,The comments had sparked a diplomatic row, with several Islamic countries registering their strong protests. Massive religious protests were also witnessed in India, which turned violent at some places.,Sharma has been receiving death and rape threats since the controversy erupted and the police have registered a case against her while also providing her security.,Want to know more? Check out our Koo & Telegram accounts!,Koo: https://www.kooapp.com/profile/sputniknews,Sputnik India: https://t.me/sputniknewsindia。　　对于美国财政部试图强行压制长端美债利率的动向，华尔街提出了另一层担忧：把美债问题压下去的同时，美元会不会被动承压。　　作为最新的案例，城堡证券在最新报告中指出，美国财政部试图通过国债回购来压低长期融资成本的做法，本质上属于一种“金融抑制”（financial repression），可能削弱美元，并加剧通胀压力。

B | 　　在长期美债收益率升至多年高位后，美国财政部长斯科特·贝森特上周扩大了国债回购计划。周一的最新消息显示，除了增发短期国债外，贝森特可能动用财政部一般账户（即财政部存放在美联储的现金余额）为这些回购操作提供资金。　　城堡证券认为，这种干预可能会把市场对于财政前景和通胀的担忧，从美债市场转移到外汇市场。

C | 因为较低的美债收益率会削弱美元资产的吸引力，从而可能导致美元走弱，并进一步推高进口商品价格。

D | 　　“更广泛地说，这实际上已经在边际上构成了‘金融抑制’，”城堡证券欧洲、中东和非洲固定收益销售主管诺沙德·沙阿（Nohshad Shah）在报告中写道。“阻止美国国债以更低价格完成市场出清，并不会消除这种压力，只不过是把压力转移到了其他地方。

E | ”　　沙阿进一步表示，压低长期收益率并不能消除推动利率上升的根本经济力量。在就业接近充分、人工智能领域投资规模庞大的背景下，宽松的财政和货币政策仍在刺激经济。美元走弱将进一步放松金融条件，并可能通过刺激需求、推高进口商品价格等渠道增加通胀压力。　　所以兜兜转转，一切又回到了问题的原点：美联储和美国财政部都需要做好自己的份内事。

F | 　　沙阿写道：“债券市场释放的信息非常直接：财政政策或货币政策应该收紧。

G | 真正具有持久效果的解决方案，不是反复干预市场，而是在财政政策上作出更艰难的选择，同时央行也需要主动走在通胀前面——如果有必要，甚至应该通过加息来做到这一点。”　　与城堡证券类似，多家知名机构也对美元的前景感到担忧。

H | 华尔街还将其称为“货币贬值交易”（debasement trade），这个术语指的是投资者会抛售容易受到冲击的货币或证券，转而投资黄金等“避险”资产。　　其中，德意志银行的全球外汇研究主管George Saravelos指出，如果美国国债的市场价格“不被‘允许’下跌”，那么外国投资者所持美国国债的外汇价格就必须通过美元走弱来进行调整。