摩根士丹利、高盛点出“秘密指标”:全球资本正逃离美元!

金十数据
Jun 24, 2025

包括摩根士丹利和高盛集团在内的少数几家银行的分析师都指出了所谓的“交叉货币基差掉期”最近的转变——这是一个衡量在现金市场借贷成本之外,将一种货币兑换成另一种货币所需额外成本的指标。当对某种特定货币的需求增加时,这种额外成本或溢价就会上升;同样,当需求不那么强劲时,它就会下降,甚至可能变为负数。这些分析师指出,当市场在4月份因美国总统特朗普宣布“解放日”关税而暴跌时,以基差互换衡量的对美元的偏好相对...

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