Ep 22｜从「至少降两次」到「可能加息」，只用了3个月——2026年最大的叙事反转

from 非共识的20分钟 · host Jason的投资思考

「3个月前所有人都在等降息。3月19号，DoubleLine的Jeffrey Gundlach在X上说：2年期美债3周涨了50个基点，这暗示加息可能要来了。」这期我要讲清楚一件事：从「至少降两次」到「可能加息」，三个月内到底发生了什么，传导链条是什么，以及这条链条的终点——一个管着3700亿美元的人为什么把几乎所有钱放在国库券里。你觉得2026年底，美联储更可能加了一次息、降了一次息、还是什么都没做？评论区选一个。这期和Ep 21、明天的Ep 23是一个整体——谁被打脸了→利率反转怎么发生的→如果加息来了意味着什么。如果你身边有人还在等降息的，发给他听听。 ------ 声明：本节目旨在提供分析框架与历史视角，所有内容均为信息分享与学术探讨，不推荐任何具体投资标的或操作。投资决策请基于个人独立研究。 -- Hosting provided by SoundOn

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Ep 22｜从「至少降两次」到「可能加息」，只用了3个月——2026年最大的叙事反转

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