現在華爾街跟著fed炒作加息把長期利率不斷推高,房市債市隻會越脆弱,最後隻會倒逼市場重新price in衰退風險。一旦經濟指標出現衰退跡象,會崩的比誰都快。
現在華爾街跟著fed炒作加息把長期利率不斷推高,房市債市隻會越脆弱,最後隻會倒逼市場重新price in衰退風險。一旦經濟指標出現衰退跡象,會崩的比誰都快。
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