过去一周多,全球债券收益率飙升至数十年高位和金价再创历史新高,轮番占据媒体头条。虽然债券收益率和黄金并没有无懈可击的反比关系,但通常,债券收益率上升会降低黄金的吸引力。但眼下,分析师认为,在争夺避险资金流的战斗中,黄金正在并将继续取得胜利。对主要经济体财政和货币政策方向的担忧会导致债券收益率继续上升,特朗普关税政策以及对美联储独立性的步步侵蚀,又会令另一传统避险资产美元走弱,最终使得黄金成为“唯一...
Source Link过去一周多,全球债券收益率飙升至数十年高位和金价再创历史新高,轮番占据媒体头条。虽然债券收益率和黄金并没有无懈可击的反比关系,但通常,债券收益率上升会降低黄金的吸引力。但眼下,分析师认为,在争夺避险资金流的战斗中,黄金正在并将继续取得胜利。对主要经济体财政和货币政策方向的担忧会导致债券收益率继续上升,特朗普关税政策以及对美联储独立性的步步侵蚀,又会令另一传统避险资产美元走弱,最终使得黄金成为“唯一...
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