市場觀測站EP115｜力拚省下1兆美元馬斯克成美債救世主 feat.路博邁投信副總裁戴君玫

債市近一年來戲劇性十足，期待中的降息紅利沒有出現，在川普亂世中，甚至沒有發揮避險的功能。率領美國政府效率部（DOGE）的馬斯克，宣稱「為納稅人省下1兆美元」，美債會是第一個得救的市場資產嗎？ 🎙主持人：工商時報編輯部副主任 #陳碧芬 🎙來賓：路博邁投信副總裁戴君玫 🖊本集重點： 1. 美國財政赤字愈來愈大包，債市指標利率被拖的喘吁吁 2. 政府效率部（DOGE）5月要秀績效，美債市場心跳加快 3. AI大語言模型變現超速，帶給企業提升效率、壓低融資利率 4. 央行調整貨幣政策，下半年能見度高於現在 5. 真正認識債券ETF，進場時間點決定一切 ☆點擊查看更多收聽平台 ☆點擊瀏覽相關閱讀【📧歡迎來信】想敲碗下集Podcast主題？或與我們分享您的想法歡迎來信：[email protected] ---- 讓您掌握先機，投資無往不利 ✔瀏覽工商時報官網：https://ctee.com.tw/ ✔訂閱工商時報YT：https://pse.is/4uhbph ✔追蹤工商時報FB：https://www.facebook.com/ctee.fans/ ✔加入工商時報LINE：https://line.me/ti/p/@ccf6523h -- Hosting provided by SoundOn

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市場觀測站EP115｜力拚省下1兆美元馬斯克成美債救世主 feat.路博邁投信副總裁戴君玫

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