市场对美联储降息的押注,或许并非基于经济现实,而是源于一场关于人工智能颠覆未来的集体押注。 德意志银行最新研究指出,投资者目前对美联储降息幅度的定价,已超出当前经济基本面所能支撑的水平。驱动这一现象的,是市场对AI大规模冲击劳动力市场的隐性忧虑——尽管这一风险尚未兑现。尽管中东冲突推升能源成本、使部分交易员收窄了对今年降息的押注,但市场对宽松政策的预期仍被推延至2027年。 这一局面在债券市场留下...
Source Link市场对美联储降息的押注,或许并非基于经济现实,而是源于一场关于人工智能颠覆未来的集体押注。 德意志银行最新研究指出,投资者目前对美联储降息幅度的定价,已超出当前经济基本面所能支撑的水平。驱动这一现象的,是市场对AI大规模冲击劳动力市场的隐性忧虑——尽管这一风险尚未兑现。尽管中东冲突推升能源成本、使部分交易员收窄了对今年降息的押注,但市场对宽松政策的预期仍被推延至2027年。 这一局面在债券市场留下...
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