专家警告特朗普潜在的退税可能会扰乱市场,提高债券收益率。 Experts warn Trump’s potential tax refunds could disrupt markets and raise bond yields.

2026年1月4日, 金融专家对可能由第二届特朗普政府大规模退税表示关切, On January 4, 2026, financial experts voiced concerns over potential large-scale tax refunds under a possible second Trump administration, with Ed Yardeni warning they could unsettle markets and spike bond yields. Ray Dalio以通货膨胀、债务和不可持续的财政政策的风险为例,重申他长期以来对货币不稳的谨慎态度。 Ray Dalio reiterated his long-standing caution about fiat currencies, citing risks from inflation, debt, and unsustainable fiscal policies. 面对政治不确定性和不断上升的债务水平,投资者正在密切监视美联储和国库,以了解利率、通货膨胀和经济稳定的信号。 Amid political uncertainty and rising debt levels, investors are closely watching the Federal Reserve and Treasury for signals on interest rates, inflation, and economic stability.