没有“意外”的一年才是“意外”!2023年全球市场的“黑天鹅”在这吗?

华尔街见闻2022-12-23

摩根士丹利认为若美联储接受高于2%的通胀、明年下半年欧央行开始降息、日本央行继续无动于衷、英国国债再掀抛售潮等一系列“惊喜”在2023年上演,或在全球市场再掀波澜。2022年经历了太多黑天鹅事件。通胀高烧致使全球央行先后激进紧缩、地缘冲突引发多国能源危机、欧美房地产陷入衰退、英国国债收益率大幅上行,差点引发债市崩盘。距离2023年仅剩一周,明年又会发生什么?摩根士丹利策略师Matthew ...

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