2021审判日？为什么不看好股市及商品超级周期

泷韬全球宏观2021-03-24

作者：袁玉玮去年，由全球央行放水驱动的股，债，商品三牛，导致无论国内外，大多数投资者都对2021过度乐观。但是，从宏观基本面来说，2020年股市其实没有基本面支持（我不反对个别行业）。去年的牛市，其实是疫情诱发的金融危机和经济危机大背景下，央行看跌期权 —— 央行为了切断经济危机里的风险传导链，救市压制资产下行波动。那么，体弱内需的经济去年被人为压制的波动 —— 就像令狐冲被一群庸医用外力压制的内...

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Comments

飞车手
2021-03-25
飞车手
666
- 飞车手:
  666
吉星lily
2021-03-25
吉星lily
瞎說的
吉星lily
2021-03-25
吉星lily
這就叫審判日？[噴血]
WilllllChen
2021-03-25
WilllllChen
這馬後炮打的.所有熱點都蹭上了[笑哭]
华尔街小街
2021-03-25
华尔街小街
廢話連篇
海7525
2021-03-25
海7525
爲什麼呢？

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Yellen: Asset Valuations Are High By Historical Measures）。一场金融\"马陵道\"围剿的天时，地利，人和，也许都具备了。我们“慭慭然”，小心观测。西方传说上帝会在审判日那天赏善罚恶；我们并不预期2021一定是大熊市，但2021很可能是宏观层面均值回归的一年—— 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