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纽约市即将上任的市长Zohran Mamdani在市政金融领域抛出了一个冷门提议,计划取消美丽国最大的公共巴士网络的票价。持有MTA的巨额$17 亿票箱支持债务的债券投资者现在正密切关注这一提案。原因如下:巴士票价收入直接支撑这些市政债券的还款结构。如果这条收入来源消失,债务持有者面临潜在的重组情景。这是政治承诺与市场现实相碰撞的经典案例——而目前,华尔街正在试图估算"免费乘车"到底成本多少。