邀請不同專家,研判國際形勢、審視政經動向、分析金融市場,助投資者在理財路上運籌帷幄,決勝千里。
中東戰火推動的避險情緒稍見降溫,長期美債殖利率曲線再趨陡化,思睿首席經濟學家洪灝於最新一集《洪灝策略》就指,美債孳息可能是眼下階段交易的一個最關鍵變量。他強調,盡管期限利差預示美國經濟將放緩,但現在最基本的情境應該是利率higher for longer。他認為,更重要的問題是,高利率如何影響這個「不一樣」的商業周期,對於美國經濟最終硬著陸還是軟著陸,目前的勝率為50:50。
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