美联储放水,资金涌进优质资产(目前也就美股和credit了。。。)portfolio从growth往value转,两者导致美股上扬,有点不合逻辑但是也没办法。

之后美联储打光子弹之后时常会怎么走呢?crash么?cash?黄金怎么动?

目前企业和个人的leverage都比较高,如果这种pre spending可以compensate by future rebound,那就是个很好的策略,如果不可以的话,那就会引起市场的concern 和 crash。

比如周四,因为美国reopen导致很多州的疫情反复,市场有concern。

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s