大摩:这是未来一年内全球市场的四大核心忧虑

华尔街见闻2021-05-24

一场席卷全球的疫情改变了全球经济的面貌,史无前例的财政和货币政策刺激将全球经济一把拽出了后金融危机时期长期停滞的泥潭,主宰市场走势的核心问题也发生了变化。 摩根士丹利首席跨资产策略师Andrew Sheets近日放眼长期,指出眼下的经济和市场情况,和后金融危机时代的那十年相比,已经大有不同。 后金融危机时期的标签是财政紧缩、低投资、消费者去杠杆化,以及央行先发制人地遏制通胀风险: 事实上,尽管...

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