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扬缨 - 美联储留的“门缝“和国债发行的“肥尾“
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扬缨 - 美联储留的“门缝“和国债发行的“肥尾“

风险资产稳健反弹的充分必要条件

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Esther Yang
Nov 12, 2023
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扬缨 - 美联储留的“门缝“和国债发行的“肥尾“
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笔者在“股市震荡继续,是否应该做多美债?”一文中写道: “利率上涨削弱市场的参与度,抑制了市场宽度。。。因此,押注第四季度的股市反弹其实是押注降息。”

上周财政部公布的国债发行预测受到市场如此关注,从一个侧面恰恰证实笔者的观点。通过这次预测发布,财政部扭转了债券的暴跌,市场宽度有所改善。随着财报季结束,第四季度反弹的障碍应该说是已经消失。尽管本周“买啥涨啥“,对看牛的投资者来说感觉应该不错,但是令…

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