美银Hartnett:当美国负债38万亿美元时,该买入美债、利差处于 20 年低点企业债、40倍CAPE美股,还是暴涨的黄金?这很棘手

华尔街见闻
Oct 20

随着货币市场基金的收益率预计(美联储)在未来几个季度至少降息100个基点,那么当美国政府负债高达38万亿美元时,我应该买入美国国债吗?或者是在信贷利差处于20年低点时买入公司债? 还是买入周期调整市盈率(CAPE)高达40倍的股票?亦或是刚刚经历“垂直上涨”的黄金?这很棘手。 随着全球央行开启降息周期,投资者正被推向一个充满挑战的十字路口。近日,美国银行首席投资策略师Michael ...

Source Link

Disclaimer: 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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10