EPISODE · Aug 11, 2025 · 5 MIN
BCA研报：市场在利率问题上“一定会错”
from 左兜进右兜
每周六，周日复盘美股技术及宏观。了解更多财经信息，研报信息，交易逻辑，如内容引起您的共鸣，请订阅我们，以支持我们继续分析创作，谢谢你。今天分享的是BCA Research在2025年8月7日发布的策略报告《Markets Are Wrong On US Interest Rates, One Way Or Another》。BCA的核心观点是：市场对美国未来通胀和利率的定价存在内在矛盾，这种错配意味着无论哪一边成真，另一边一定会出错。本期内容：主播左兜儿幕后制作右兜如需获得更多及时研报、英文原文，模型技术研报，模型交易日志，欢迎加入我的知识付费圈子，《左兜进右兜/美股策略》在小宇宙查看该单集文稿
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BCA研报：市场在利率问题上“一定会错”
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