知名投资人、Gavekal集团首席执行官Louis-Vincent Gave在12月4日接受采访时做出惊人预测:美联储与财政部合流的大局已定,其长期影响将是美国债券市场的崩溃。 Gave援引日本国债市场的恶化作为先兆,并将此模式描述为“土耳其情景”——即牺牲债券和本币价值,换取名义GDP增长。在这种环境下,储户将抛弃债券,转而涌入能产生现金流的实体资产(如股票、贵金属)。 在资产配置上,Gave...
Source Link知名投资人、Gavekal集团首席执行官Louis-Vincent Gave在12月4日接受采访时做出惊人预测:美联储与财政部合流的大局已定,其长期影响将是美国债券市场的崩溃。 Gave援引日本国债市场的恶化作为先兆,并将此模式描述为“土耳其情景”——即牺牲债券和本币价值,换取名义GDP增长。在这种环境下,储户将抛弃债券,转而涌入能产生现金流的实体资产(如股票、贵金属)。 在资产配置上,Gave...
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