在美国债务压力与政策转向预期的交织下,市场正迎来一场深刻的范式转变。 美国银行首席投资策略师Michael Hartnett近日表示,政策制定者为应对债务挑战,货币贬值或将成为核心路径,而收益率曲线控制(YCC)等非常规工具的讨论已重回台面。在此背景下,黄金与加密货币作为对冲美元贬值与通胀风险的资产,其战略价值日益凸显。 随着全球进入新一轮货币宽松周期,市场对美联储加入“降息派对”的预期已推至顶峰...
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