美银Hartnett:“新全球秩序=新全球牛市=金银牛市”,牛市的最大风险是东亚货币升值

华尔街见闻
Jan 18

美银Hartnett表示,当前最大的风险来自日元、韩元和新台币的快速升值,这将导致亚洲资本外流逆转,威胁全球市场的流动性环境。Hartnett看好国际股票和黄金长期前景,中国是其最看好的市场,同时预测黄金有望突破6000美元的历史新高。美国银行首席投资策略师Hartnett再认为,特朗普正在推动全球财政扩张,催生"新世界秩序=新世界牛市"格局。在这一框架下,黄金和白银牛市将持续,而当前最大的风险...

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