美银Hartnett:新一轮 “收益率上升、美元下跌”将引发股市抛售,下一轮大牛市在新兴市场

华尔街见闻
19 May

在经历了上周标普500指数5%的飙升之后,市场情绪似乎已经见顶。 有“华尔街最准分析师”之称的美银策略师Michael Hartnett认为,曾成功预测到2025年将是“押注债券、国际市场和黄金”的一年。如今,他已经将目光投向了下一个大机会。他的结论是,地缘政治将驱动市场,而“和平交易”将在2025年跑赢“战争交易”。 警惕美债收益率上行和美元下跌 股市似乎对最近的股市收益率飙升保持了耐心,这与...

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