We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode Ed Yardeni Says It’s Not as Bad as You Think

Ed Yardeni Says It’s Not as Bad as You Think

2025/5/23
logo of podcast Merryn Talks Money

Merryn Talks Money
AI Deep Dive AI Chapters Transcript
People
E
Ed Yardeni
Topics
Ed Yardeni: 我认为全球债券市场，尤其是在发达国家，正面临压力，这主要是由于对财政过度和不可持续的财政政策的担忧。解决赤字问题的关键在于政治，需要减缓支出速度并增加收入，但这在政治上很难实现。中央银行和财政部有办法争取时间，避免清算日，赤字是人为问题，可以轻松解决。我不认为会出现债券拍卖无人问津或者美国、日本违约的情况，债券收益率达到一定水平时，总会有投资者认为值得购买，这可能会减缓经济增长并降低通货膨胀。如果真的出现类似债务危机的情况，可能只需要几周时间就能解决，不一定是世界末日。我通过关注债券市场的反应来应对不确定性，避免过度悲观，因为有很多机会。

Deep Dive

Shownotes Transcript

Think it’s all over for US markets? Think they’re finally going to sink under high valuations, inflated expectations and now a nervous bond market? Maybe think again, says Ed Yardeni of the eponymous firm Yardeni Research.

See omnystudio.com/listener) for privacy information.