美联储决议后的市场表现,无论从什么角度来看都非比寻常:美元指数自去年3月新冠疫情席卷全球以来创下单日最大涨幅,长端美债收益率跌至2月以来最低,部分商品价格跌至去年3月以来新低,但纳斯达克指数却创下历史新高。 市场为何出现如此出乎意料的表现?德意志银行首席外汇策略师George Saravelos在报告中表示,从收益率曲线平坦化可以看出,美联储犯了一个重大的政策错误。而这归结为市场对中性利率r*的...
Source Link智通财经网2021-06-20
美联储决议后的市场表现,无论从什么角度来看都非比寻常:美元指数自去年3月新冠疫情席卷全球以来创下单日最大涨幅,长端美债收益率跌至2月以来最低,部分商品价格跌至去年3月以来新低,但纳斯达克指数却创下历史新高。 市场为何出现如此出乎意料的表现?德意志银行首席外汇策略师George Saravelos在报告中表示,从收益率曲线平坦化可以看出,美联储犯了一个重大的政策错误。而这归结为市场对中性利率r*的...
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