通胀回升风险被市场提前消化、长端利率高企、美元美债明显背离、科技巨头主导的盈利增长以及核能、国防等板块的爆发性表现......构成了一个“棘手、不均衡但充满机会”的投资环境。在通胀压力、债务可持续性忧虑和科技股主导的背景下,高盛对冲基金业务主管Tony Pasquariello分享的16张图表揭示了当前市场状态:通胀回升风险被市场提前消化、长端利率高企、美元美债明显背离、科技巨头主导的盈利增长以及...
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