After Meeting EP.80｜股債雙殺下一步 - MacroMicro 財經M平方

What this episode covers

2022 年聯準會為了打壓 1980 年代以來最嚴重的通膨，預計將一口氣上調基準利率 17 碼，造成股市與債市大幅度的修正估值。一般來說，股債配置有避險作用，但今年的股債配置面對什麼挑戰？我們利用經濟、通膨的時間差劃分成四種狀況來解析現在的情境，並結合全球製造業週期展望 2023 行情！一起來聽研究經理 Vivianna 和量化研究員 AL 的分享～ 1）經濟成長上升 / 通膨上升，相關性下降，股優於債。 2）經濟成長下降 / 通膨上升，相關性上升，股債齊跌。 3）經濟成長下降 / 通膨下降，相關性下降，債優於股。 4）經濟成長上升 / 通膨下降，相關性上升，股債齊揚。 📌 近期行情回檔解讀 📌 美國經濟的隱憂 📌 全球製造業走勢 📌 2022 股債配置失靈？ 📌 資產漲跌幅新功能上線【以下是友站新品推廣】《大人的說話課：條理清晰地說出觀點、發揮影響力》 #連載期優惠票最後優惠課程資訊👉 https://reurl.cc/gQZYj7 好的口語表達能力看似天賦，但其實隱含著清晰的脈絡與結構，只要按部就班地理解與練習，平凡人絕對能夠在短時間內取得明顯的進步。 💹 資產漲跌幅新功能上線！匯市觀測站：https://pse.is/4nqcck ✍️ 展望 2023｜股債配置 https://pse.is/4l2vud ✍️ 展望 2023｜製造業 https://pse.is/4lm4wc ✍️ 12 月投資月報 https://pse.is/4mc9as 🎧 錄音時間：12/09 1530 💻 研究經理 Vivianna、研究員 AL -- Hosting provided by SoundOn

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How long is this episode of MacroMicro 財經M平方?

This episode is 44 minutes long.

When was this MacroMicro 財經M平方 episode published?

This episode was published on December 11, 2022.

What is this episode about?

2022 年聯準會為了打壓 1980 年代以來最嚴重的通膨，預計將一口氣上調基準利率 17 碼，造成股市與債市大幅度的修正估值。一般來說，股債配置有避險作用，但今年的股債配置面對什麼挑戰？我們利用經濟、通膨的時間差劃分成四種狀況來解析現在的情境，並結合全球製造業週期展望 2023 行情！一起來聽研究經理 Vivianna 和量化研究員 AL 的分享～ 1）經濟成長上升 / 通膨上升，相關性下降，股優於債。 2）經濟成長下降 / 通膨上升，相關性上升，股債齊跌。...

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