当美国股市下跌时,投资者通常会把资金转向美元或美国国债等避险资产。而在典型的“风险偏好上升”(risk-on)环境中,资金则会转回美股。然而,在过去两周多的时间里,美股、美国国债和美元指数都在同步下跌。“这显示出无论资产风险属性如何,投资者一概抛售美国资产的广泛意愿。”嘉盛集团全球研究主管韦勒对第一财经记者表示,“简而言之,市场正在系统性地拒绝美国政府的经济战略。而且,美国迟迟无法与主要贸易伙伴...
Source Link当美国股市下跌时,投资者通常会把资金转向美元或美国国债等避险资产。而在典型的“风险偏好上升”(risk-on)环境中,资金则会转回美股。然而,在过去两周多的时间里,美股、美国国债和美元指数都在同步下跌。“这显示出无论资产风险属性如何,投资者一概抛售美国资产的广泛意愿。”嘉盛集团全球研究主管韦勒对第一财经记者表示,“简而言之,市场正在系统性地拒绝美国政府的经济战略。而且,美国迟迟无法与主要贸易伙伴...
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