全球市场正处于一场由外部冲击引发的调整之中,投资者面临两个核心问题:这轮回调何时触底,以及当前的宏观环境是否正在复刻上世纪70年代的滞涨噩梦。 3月7日,美银美林最新发布的《Flow Show》周报给出了一个相对乐观但附带条件的判断:回调终点的信号正在浮现,但尚未完全到位;而2020年代更可能走向通胀性繁荣,而非滞涨式崩溃——前提是地缘局势不进一步恶化。 据美银美林策略师Michael ...
Source Link全球市场正处于一场由外部冲击引发的调整之中,投资者面临两个核心问题:这轮回调何时触底,以及当前的宏观环境是否正在复刻上世纪70年代的滞涨噩梦。 3月7日,美银美林最新发布的《Flow Show》周报给出了一个相对乐观但附带条件的判断:回调终点的信号正在浮现,但尚未完全到位;而2020年代更可能走向通胀性繁荣,而非滞涨式崩溃——前提是地缘局势不进一步恶化。 据美银美林策略师Michael ...
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