作者:国元证券杨为敩 当前全球的资金不但在赌衰退,而且出于避险的考虑在赌危机。 1)黄金与美元出现共涨,只有避险情绪才能构造如此组合。按理来说,黄金价格是锚定美元的,因此往往受美元的影响更大一些,此外,美元指数往往意味着全球的避险情绪,当美元指数上涨时,说明全球的避险情绪有所升温,这时黄金的上涨并非说明资金在交易通胀,而是在黄金的定价中,少见的避险价值被激发了出来。 2)此外,这一轮全球债券...
Source Link致我们深爱的债...2021-07-21
作者:国元证券杨为敩 当前全球的资金不但在赌衰退,而且出于避险的考虑在赌危机。 1)黄金与美元出现共涨,只有避险情绪才能构造如此组合。按理来说,黄金价格是锚定美元的,因此往往受美元的影响更大一些,此外,美元指数往往意味着全球的避险情绪,当美元指数上涨时,说明全球的避险情绪有所升温,这时黄金的上涨并非说明资金在交易通胀,而是在黄金的定价中,少见的避险价值被激发了出来。 2)此外,这一轮全球债券...
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