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全球四季度展望——这个"核心指标"料将再次主宰趋势 _ 东方财富网

【全球四季度展望这个“核心指标”料将再次主宰趋势】在三季度末，美联储大概率年内taper QE的信息对市场波动性已带来显著影响。展望四季度，由于目前美债收益率目前再次节节攀升，华尔街不少人士认为收益率水平会再次成为影响股市的主轴。 ....

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清华田轩：美联储Taper路径及影响分析

清华田轩：美联储Taper路径及影响分析
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美国疫情反复拖累经济修复 后疫情时代的美联储超宽松货币政策的退出之路会如何演绎 _ 东方财富网

【美国疫情反复拖累经济修复后疫情时代的美联储超宽松货币政策的退出之路会如何演绎】后疫情时代的美国超宽松货币政策退出之路会如何演绎，会如何影响全球金融市场，是全球经济学家与投资者都持续关注的话题。投资者们是应该跟随着FED的预期引导还是去试图看清深层次相机抉择的核心因素。自08年金融危机以来，FED在退出这条路上其实已经积累了非常丰富的经验，值得我们一起从历史中寻找未来的指引。我们选择在会议之后喧嚣过后，试图客观地找寻未来的退出路径与概率。（天风证券） ....

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中長線成長股浮現契機 法人點名二大題材 | Anue鉅亨

中長線成長股浮現契機法人點名二大題材 | Anue鉅亨
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汇市行情！美联储释出缩减宽松风向球 美元回落喘息、商品货币齐贬

汇市行情！美联储释出缩减宽松风向球美元回落喘息、商品货币齐贬
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