大家好,我是海豚君!降息在即,全球资产已然大狂欢了。本周的策略周报我们来详细来连接一下这一轮特朗普 “混乱” 出拳背后的清晰 “暗线”:一、美债涨、美股涨?软着陆预期的精准演绎面对近期美国经济体现的通胀上行 vs 就业下行,似乎美债开始交易就业走弱,要降息了,而美股大涨,反而是在定价降息之后经济加速回升。这二者看似交易的是完全不同的经济基本面,但本质上其实都是在定价经济不衰退、未来会更好的情况。...
Source Link大家好,我是海豚君!降息在即,全球资产已然大狂欢了。本周的策略周报我们来详细来连接一下这一轮特朗普 “混乱” 出拳背后的清晰 “暗线”:一、美债涨、美股涨?软着陆预期的精准演绎面对近期美国经济体现的通胀上行 vs 就业下行,似乎美债开始交易就业走弱,要降息了,而美股大涨,反而是在定价降息之后经济加速回升。这二者看似交易的是完全不同的经济基本面,但本质上其实都是在定价经济不衰退、未来会更好的情况。...
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