https://reports.zhihai.me/tags/%E8%B4%9D%E6%A3%AE%E7%89%B9/Recent content in 贝森特 on 脱水研报HugoenTue, 01 Sep 2026 11:00:00 +0800https://reports.zhihai.me/posts/2026-09-01-guolian-bessent-warsh-fail/Tue, 01 Sep 2026 11:00:00 +0800https://reports.zhihai.me/posts/2026-09-01-guolian-bessent-warsh-fail/国联民生宏观指出，贝森特与沃什公开宣称在债券问题上立场一致，但 10Y、20Y 美债收益率继续推高至 20 个月新高、5Y 升至 4.5%，市场并不买账；政府、财长、联储三方立场分裂，贝森特更在 G20 场合要求日本加息，标志美方干预从汇率操作延伸至政策路径。