美国30年期利率在当前水平值得买入吗？：自最初的众议院法案草案以来，长期收益率已有相当大的变动。

AnshulPradhanBCI, USRestricted - External The House version of the tax bill adds several trillion dollars to theUS 10-year deficit.•The concessions required to ensure passage of the house bill all point to further•fiscal 'slippage' in the Senate.•The US is locking deficits of 6% of GDP for the next decade, even in expansions. The•deficit will rise even further if there is a recession in the next ten years.•Long bond yields are rising globally – led recently by Japan – as central banks turn•from large economic buyers to net sellers, and inflation stays stubbornly sticky."With the deficit already at 6.5-7% of GDP, investors in longer US bonds are unlikely tobe happy."Thinking Macro: "One big, beautiful" deficit14 MAY 2025Read the ResearchAjayRajadhyakshaBCI, USImportant Disclaimer and other information