美国银行首席投资策略师Michael Hartnett发出最新、也是最激进的观点:一场由政策驱动的全球股市融涨(melt-up)正在上演,投资者应采取“All In”策略,直至长期债券收益率突破关键“爆点”,引发市场崩盘为止。 Hartnett指出,当前市场的核心逻辑已发生根本转变。他用一个比喻来形容特朗普政府的政策路径:正从财政“detox”(戒毒所)模式转向无节制的“gorge”(金三角)模式...
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