霍尔木兹海峡关闭引发的油价飙升,已经把"滞胀"这个词重新推回交易员的屏幕,美元多头信号正在点亮。摩根大通在不到三周内完成了两次立场跳跃:3月2日由看空转中性,如今再度转为战术性看多,彻底告别了坚持长达一年的美元空头立场。 据追风交易台,这次转向的核心逻辑,摩根大通外汇策略师Meera Chandan在最新报告中给出了相当直白的表述:这不是基于对地缘冲突走向的判断,而是一种"谨慎的保险"。一旦能源...
Source Link霍尔木兹海峡关闭引发的油价飙升,已经把"滞胀"这个词重新推回交易员的屏幕,美元多头信号正在点亮。摩根大通在不到三周内完成了两次立场跳跃:3月2日由看空转中性,如今再度转为战术性看多,彻底告别了坚持长达一年的美元空头立场。 据追风交易台,这次转向的核心逻辑,摩根大通外汇策略师Meera Chandan在最新报告中给出了相当直白的表述:这不是基于对地缘冲突走向的判断,而是一种"谨慎的保险"。一旦能源...
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