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圖1\ 顯而易見的,對美元的需求正在上升。美元崩潰論在真正的戰爭層面都是無稽之談(現階段)。
圖2\ 老美的零售石油價格在飆升,加上ISM的飆升。因此反映在10y國債先是收益率跌破4,然後迅速又拉回來,通脹擔憂和避險擔憂同時存在,但前者更甚。