欧盟跟进了。 欧盟对美加征25%关税

[billwanhua]

https://www.cnbc.com/2025/04/09/trump-tariffs-german-bonds-rise-as-us-treasury-yields-sell-off.html

As U.S. Treasurys sold off amid more tariff-induced market turmoil on Wednesday, investors looked to short-dated European bonds.
"Traditionally you might have gone into the U.S. during a period of volatility, but this is a U.S. story. Germany is benefiting from a wider flight to quality," Ken Egan, senior director for sovereigns at credit rating analysis agency KBRA, told CNBC.
Economists at TS Lombard meanwhile likened the spike in U.S. government borrowing costs to the U.K.'s 2022 "mini budget" crisis.

In a note on Wednesday, Freya Beamish, chief economist at TS Lombard, likened the spike in U.S. government borrowing costs to the U.K.'s 2022 "mini budget" crisis, which rocked the country's pension funds and led to emergency market intervention by the Bank of England.

历史上，经济的动荡都是资金跑美国，现在出现危险信号，资金跑德国，导致美国借贷成本上升，跟川普梦想的国债利息下降相反，美国会不会出现金融危机

 

[RareEarth]

已经贬到历史低位了，再贬怕引起资本外逃

 

[RareEarth]

不可能是零关税，而且我不认为中国去欧洲生产再出口到美国还能赚钱，欧盟把各种规范抬一抬，利润全没了，没法和东南亚比。

中国出口中有40帕是电子机械设备和零配件。关税会大大提高美国工业企业的成本，对欧洲工业是利好。懂王瞎折腾的后果可能是整死很多美企。

 

[billwanhua]

https://www.cnbc.com/2025/04/09/trump-tariffs-german-bonds-rise-as-us-treasury-yields-sell-off.html

As U.S. Treasurys sold off amid more tariff-induced market turmoil on Wednesday, investors looked to short-dated European bonds.
"Traditionally you might have gone into the U.S. during a period of volatility, but this is a U.S. story. Germany is benefiting from a wider flight to quality," Ken Egan, senior director for sovereigns at credit rating analysis agency KBRA, told CNBC.
Economists at TS Lombard meanwhile likened the spike in U.S. government borrowing costs to the U.K.'s 2022 "mini budget" crisis.

In a note on Wednesday, Freya Beamish, chief economist at TS Lombard, likened the spike in U.S. government borrowing costs to the U.K.'s 2022 "mini budget" crisis, which rocked the country's pension funds and led to emergency market intervention by the Bank of England.

历史上，经济的动荡都是资金跑美国，现在出现危险信号，资金跑德国，导致美国借贷成本上升，跟川普梦想的国债利息下降相反，美国会不会出现金融危机

MSN

川普不太顺，昨天3年期国债拍卖美国国内资金只卖了6.2%,没有人问津，不是都跪了吗？都是嘴上跪，不买单？难道中国人不买就没有人买了？还是学精明了，关税不取消就不买

The outlook gets worse considering the poor demand seen at Tuesday’s three-year auction. Pullback from domestic investors, such as pension funds and insurance companies, stole the show. They took up just 6.2% of supply versus the more typical average of 19%, a poor precursor for this week’s larger auction.

今天下午一点又拍卖10年期390亿，都惩罚美国，没人想买，“[Treasury Secretary Scott] Bessent到处打电话求人买
Against this backdrop, the Treasury is getting ready to sell $39 billion of 10-year debt at 1 p.m. on Wednesday, followed by a 30-year auction on Thursday.

“[Treasury Secretary Scott] Bessent has to be making emergency calls to dealers…to make sure we don’t have failed Treasury auctions, where there are not enough bids to cover the issuance,” wrote Andrew Brenner, head of international fixed income at NatAlliance Securities.

The main focus will be on demand from foreign central banks or “indirect bidders,” which could be pulling back and contributing to the selloff. Below-average buying from that base will lend credence to the “sell America trade”—the notion that investors abroad are punishing U.S. assets in the aftermath of aggressive tariffs.

马上还有大的国债卖。

中国卡在关税战这里，其他国家都在看戏，嘴上说认栽，没有人出手？却跑去德国买国债？

 

[billwanhua]

On Tuesday, April 8, 2025, the U.S. Treasury conducted a $58 billion auction of 3-year notes, which experienced notably weak demand. Only 79.3% of these notes were purchased by investors not obligated to participate, marking the lowest participation rate for 3-year notes since December 2023. WSJ


This tepid demand led to a surge in Treasury yields and contributed to a broader selloff in longer-term bonds, particularly the 30-year bond. Analysts suggest that this reflects a general state of uncertainty in the bond market. WSJ+1MarketWatch+1


The outcome of this auction is significant as it precedes more critical auctions of 10-year notes and 30-year bonds scheduled later in the week, potentially setting the tone for future investor sentiment.

 

[metropolis]

MSN

川普不太顺，昨天3年期国债拍卖美国国内资金只卖了6.2%,没有人问津，不是都跪了吗？都是嘴上跪，不买单？难道中国人不买就没有人买了？还是学精明了，关税不取消就不买

The outlook gets worse considering the poor demand seen at Tuesday’s three-year auction. Pullback from domestic investors, such as pension funds and insurance companies, stole the show. They took up just 6.2% of supply versus the more typical average of 19%, a poor precursor for this week’s larger auction.

今天下午一点又拍卖10年期390亿，都惩罚美国，没人想买，“[Treasury Secretary Scott] Bessent到处打电话求人买
Against this backdrop, the Treasury is getting ready to sell $39 billion of 10-year debt at 1 p.m. on Wednesday, followed by a 30-year auction on Thursday.

“[Treasury Secretary Scott] Bessent has to be making emergency calls to dealers…to make sure we don’t have failed Treasury auctions, where there are not enough bids to cover the issuance,” wrote Andrew Brenner, head of international fixed income at NatAlliance Securities.

The main focus will be on demand from foreign central banks or “indirect bidders,” which could be pulling back and contributing to the selloff. Below-average buying from that base will lend credence to the “sell America trade”—the notion that investors abroad are punishing U.S. assets in the aftermath of aggressive tariffs.

马上还有大的国债卖。

中国卡在关税战这里，其他国家都在看戏，嘴上说认栽，没有人出手？却跑去德国买国债？

他夫妇的那两个加密货币卖得怎么样了？