---
title: "债券收益率飙升，美联储的 Warsh 面临 6.7 万亿美元的挑战"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286677538.md"
description: "债券收益率飙升，30 年期国债收益率超过 5%，10 年期收益率上升至 4.5% 以上，这使得股市变得谨慎。新的美联储主席凯文·沃什面临一个关键决定，即是否在通胀担忧中减少美联储的 6.7 万亿美元资产负债表。此外，地缘政治紧张局势，特别是伊朗冲突，使得油价保持在 100 美元以上，这可能导致新的通胀 regime"
datetime: "2026-05-17T16:09:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286677538.md)
  - [en](https://longbridge.com/en/news/286677538.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286677538.md)
---

# 债券收益率飙升，美联储的 Warsh 面临 6.7 万亿美元的挑战

Yields hit highs: The 30-year Treasury topped 5% and 10-year yields rose above 4.5%, prompting caution in stock markets. Warsh's policy test: New Fed Chair Kevin Warsh must decide whether to shrink the Fed's $6.7 trillion balance sheet amid inflation risks. Geopolitical inflation risk: The Iran conflict and Strait of Hormuz disruptions keep oil above $100, threatening a new inflation regime.

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