年初从成长到周期的轮动速度开始放缓，机构认为这一时期更应该均衡配置。 为何美国通胀数据创下13年新高仍未动摇投资者情绪？美债收益率为何不涨反跌？紧缩周期临近应该怎么投？这些都是盘桓在近期投资者心中的巨大疑问。 摩根士丹利最新表示，明年经济增长和通胀预计仍将相当强劲。然而，今年第一季度经历了异常旺盛的需求，可能标志着增长和通胀的上升速率已达峰值。美国市场似乎也认同这一点，债券收益率因此触顶回落，...
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大摩预计通胀预期或已触顶，缩表临近该怎么投？
第一财经2021-06-15
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