高盛顶级宏观交易员抛出重磅观点,称“跟趋势”的策略不管用了,要学会实时解读“宏观拐点”。 近日,高盛资深宏观交易员Paolo Schiavone表示,市场已从4月的危机阶段转入对美联储始降息的"响应阶段",这种宏观背景正推动风险资产显著上行重估,他认为市场的核心驱动力已不再是趋势、估值或单纯的流动性,而是对宏观环境转变的敏锐洞察。 他表示,特别是当投资者定位仍偏防御时,市场“最痛苦的路径”将是向上...
Source LinkDisclaimer: 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.