悲剧的二月:美国股债齐跌,投资者无处可藏

华尔街见闻2023-03-01

作者:卜淑情2月美国股债双杀表明,1月投资者押注通胀降温和降息的做法很可能大错特错。在过去的一个月,从股市到固收产品和大宗商品,几乎所有资产都出现下跌,其中,标普500指数和美债分别累跌约2.5%,投资级债券下跌3.2%,大宗商品下跌了5%,而截至周一,高收益债券价格下跌了1.4%,算是主要资产中表现最好的。找不到避风港的投资者只能直面暴风雨的袭击。与惨淡的2月形成鲜明对比的是热闹的1月。当时,“...

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