全球变局:大类资产如何重定价?

格隆汇
09 Jun

本文来自格隆汇专栏:梁中华宏观研究 作者:梁中华·概 要 ·全球变局:大类资产如何重定价?全球经济体系重构的根源是信任基础的变化。变局中的“确定性”在于供应链变化只能是缓慢的,短期虽有关税不确定性扰动,但影响没那么大。而全球货币体系的重构也是信任的变化。近几年美国的制裁做法,其实在破坏货币体系的信任度。在这个背景下,黄金的长期牛市需要站在更长历史维度看待。各国之间信任度变化的趋势很难改变,这也决定...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10