警惕反弹假象!“沃尔克时刻”的教训:美股复苏或需数年

智通财经2022-10-05

1979年,美联储新上任的主席保罗•沃尔克(Paul Volcker)发起了一场让他成为传奇人物的运动:不遗余力地抗击通货膨胀。随后,华尔街用了三年多的时间才恢复元气。四十多年后的今天,相似之处比比皆是。随着通胀逼近两位数,鲍威尔领导的美联储正在实施自沃尔克时代以来最有力的货币紧缩行动,在股市和债市动荡之际大举加息。历史给市场的启示是发人深省的。当中央银行与市场作对时,复苏需要时间。随着本周...

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