美股：美债收益率再创_老虎社区_美港股上老虎 - 老虎社区

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阳光财经
2023-10-03

美股：美债收益率再创新高，大盘却不大跌，这不蹊跷吗？【2023-10-02】

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函盖乾坤截断众流随波逐浪
·2023-10-04
俄罗斯与欧佩克再次达成石油减产至年底的协议，也就是说通货膨胀扔在威胁美国经济的情况下美联储想要结束加息周期仍然比较困难，毕竟能够通过操控美元霸权来对外转嫁通胀成本何乐而不为呢？否则看看缺少货币霸权的欧洲在高通胀面前所处的窘境就很清楚了。但也不能因此就说美联储年底前停止加息完全没有可能性，俄乌战争有可能在隆冬时节走向暂时的结束，双方的战争本质上就不是对称战争，也不具备持续消耗的客观条件，最近波兰态度的微妙转变也正从侧面说明这一情况。一旦战争危机解除外部被砸烂的价值体系将会迅速被美国资本重估，而这势必要伴随着美元热环流的快速推进。
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黄学惠
·2023-10-04
丨
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倪文珍
·2023-10-04
已阅
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梓坚
·2023-10-04
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