中信证券：春节假期海外市场的喜与忧

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中信证券：春节假期海外市场的喜与忧

CS宏观研究2022-02-06

核心观点春节假期期间全球风险资产较节前略有回暖，但流动性指标的“喜忧参半”预示着资产价格波动依然较大。预计实际美债利率未来震荡上行至0附近，其对高估值板块依然是主要风险之一。本轮疫情外部冲击下的全球经济周期与以往周期不太可比，未来美联储紧缩预期的回摆幅度可能相对有限。因此，整体配置上，我们仍建议以防御为上，等待3月多项CPI数据和欧美央行货币政策细节落地。摘要春节假期期间全球风险资产较节前略有回暖...

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chungLee
·2022-02-07
[呆住]
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不死鸟.
·2022-02-07
ok
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Youn7276
·2022-02-07
Ok
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4
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Tyliew
·2022-02-07
[呆住]
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LNM888
·2022-02-06
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健安_1832
·2022-02-06
好
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瀚妈
·2022-02-06
OK
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- 一茗王:
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  2022-02-07
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是龙不是虫
·2022-02-06
哦
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高明兴_8399
·2022-02-06
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xiaochoochoo
·2022-02-06
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