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市场分析:全球资产重估正当时?
货币政策方面,市场预期美联储将维持利率不变,债市维持谨慎,贸易赤字虽创纪录但属周期性反常现象,或在未来数月内回归常态。美国财政政策上,政府支出改革前景不明,加剧对美元长期走弱的担忧。整体来看,避险情绪升温与政策导向不明令市场波动性加剧,白银及债券市场 ...
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