市場觀測站EP120│ 90天關稅豁免倒數中股債匯布局怎麼救？feat.富蘭克林投顧研究部資深副總經理羅尤美

5月應是迎來股息入袋的快樂時刻，關稅戰卻迫使投資人面對資產縮水的殘酷事實，且換來新台幣兌美元「激速」升值。對等關鍵暫停鍵的90天期正顯現全新的風險環境，金融專家選擇這樣重新配置，還在徬徨的你一定要看。 🎙️主持人：工商時報編輯部副主任 #陳碧芬 🎙️來賓：富蘭克林投顧研究部資深副總經理 #羅尤美本集重點： 1. 川普關稅戰爭片轉近懸疑劇情投資人情緒難安 2. 力解投資桿槓壓力，把握暫停鍵90天期 3. 高通膨會先到？還是聯準會降息會先有解？ 4. 重選ETF或境外基金，考量操盤經理人的睿智 5. 房地產債券是美公債之外的第二選擇 6. 新台幣兌美元驚驚漲，反手買進潛力外幣好運用 ☆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EP120│ 90天關稅豁免倒數中股債匯布局怎麼救？feat.富蘭克林投顧研究部資深副總經理羅尤美

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