美联储的加息之路一直走得艰难,似乎每一次都会触犯众怒。
传奇投资人、橡树资本联合创始人霍华德·马克斯近日表示,现在是美联储考虑加息的时候了,否则将悔之晚矣...美联储的工作不是为投资者赚钱,当经济强劲时,美联储必须停止紧急措施,让利率回升。
图1:十年期美债收益率走势(2020.8.24-今)来源:wind,36kr制图
事实上,今年以来,资本市场最担忧的正是全球流动性收紧。在此预期下,再叠加...
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