Aspokesperson for Standard & Poor’s said on Monday that there was a one-in-three likelihood that the rating agency “could lower” its long-term view on US debt within two years. Equities quickly dropped by more than 1.5 per cent but, importantly, the dollar did not weaken and US Treasury interest rates did not rise. The reason for this unusual pattern is simple: the markets think S&P’s move is important not because it signals something new about the economy, but because of its political impact in Washington.
评级机构标准普尔(S&P's)发言人周一称,该机构在未来两年内“可能下调”其美国债务评级的几率为三分之一。股市随即应声跌逾1.5%,但重要的是,美元并未因此走软,美国国债收益率也没有上升。出现这种异常走势的原因十分简单:市场之所以认为标普此举颇为重要,并非因为它表明了某些manbetx20客户端下载 新动向,而是由于它在华盛顿可能造成的政治影响。