《NVDA Earnings Week LIVE with Pro Trader Derrick Oldensmith》
TLT面临高通胀、潜在美联储加息以及地缘政治升级推高利率带来的看跌压力。
人们抛售美国国债，原因有两个。一是因为通胀高企，所以他们预计在某个时点美联储可能不得不加息以抑制通胀，而每次我们看到伊朗局势进一步升级，油价进一步上涨，这都会传导到TLT受到打击，利率上升。
Uh people are selling down Treasuries really for for two reasons. One, because inflation is high, so they're expecting that at a certain point that the Fed may have to hike in order to tamper down inflation and every time we see further escalation in Iran, further move higher in the price of oil, that is transferring through to the TLT getting hit and and rates moving higher.