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鲍威尔的困惑

鲍威尔的困惑
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美国上周首次申领失业救济人数为36.2万人预估为33万人 _ 东方财富网

美国上周首次申领失业救济人数为36.2万人预估为33万人 _ 东方财富网
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风险定价内滞外胀，如何做行业配置？

Wind全A的风险溢价基本与前期持平，相对估值水平【中性偏便宜】（见图2）。9月第4周，债券市场的乐观情绪继续降温，利率债的短期拥挤度回落至44%分位，信用债的短期拥挤度下降至36%分位，相比之下，转债的拥挤度仍处在高位（82%分位）。 ....

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兴业投资（英国）市场评论：美元收复部分失地黄金回调低位拉锯

兴业投资（英国）市场评论：美元收复部分失地黄金回调低位拉锯
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美债收益率大涨重创金价后市料易跌难涨

美债收益率大涨重创金价后市料易跌难涨
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