市場觀測站EP173│Fed換新局！縮表衝擊比降息更大美債殖利率破5％台股估值怎麼辦？ feat.美國東北大學財務金融系教授邱萬鈞

習川會與Fed新主席同周登場，看似兩條獨立的新聞，卻共同指向同一個風險核心：全球貨幣秩序正在重寫。市場普遍盯著「華許會不會降息」，美國東北大學財務金融系教授邱萬鈞卻直指，縮減聯準會龐大資產負債表，才是這位非典型央行首長上任後真正的市場主菜。30年期美債殖利率衝破5％，等同於墊高全球資產的無風險利率基準，過去在低利率環境下享受高估值的科技股與新興市場，正面臨估值修正壓力。邱萬鈞特別點出台灣：美元部位必然重新定價，台股與全球資產高度連動，這波震盪絕無法置身事外。當貨幣緊縮與政治壓力夾擊聯準會獨立性，投資人到底該看哪個指標？降息預期落空後，下一張牌是什麼？ 🎙️主持人：工商時報編輯部副主任兼產經研究組組長 #陳碧芬 🎙️來賓：美國東北大學財務金融系教授 #邱萬鈞 🖊本集重點：美債殖利率創高，迎 Fed新局登場？新主席華許是非典型央行人內部異音多降息預期先落空通膨、就業、油價三線拉扯美國經濟縮表才將是市場主菜台資美元部位必然重新定價 ☆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

Episode metadata supplied by the publisher feed · Published May 16, 2026

Embed this episode

Attribution link and audio player

Ready to play

市場觀測站EP173│Fed換新局！縮表衝擊比降息更大美債殖利率破5％台股估值怎麼辦？ feat.美國東北大學財務金融系教授邱萬鈞

0:00 30:35

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

The Course Mentors Podcast The Course Mentors Hey there, future course creator! Ever feel like turning your know-how into an online course is like trying to solve a Rubik's cube blindfolded? Well, grab your headphones because "The Course Mentors Podcast" is here to be your secret weapon! Meet Aimee and Odette (that's us!), your new best friends in the course creation world. We've been in the trenches for over a decade, and for the last five years, we've been rocking the online course space. Now we're here to spill all our secrets in bite-sized, 15-20 minute episodes that'll fit perfectly in your coffee breaks. No fluff, no filler - just real, actionable advice that'll take you from "um, what's a landing page?" to "holy moly, I just hit six figures!". We're talking everything from crafting your course to marketing it like a pro and building a business that'll have you pinching yourself. Whether you're dreaming of ditching the 9-to-5 grind, adding a sweet extra income str

Frequently Asked Questions

How long is this episode of 工商時報Podcast?

This episode is 30 minutes long.

When was this 工商時報Podcast episode published?

This episode was published on May 16, 2026.

Can I download this 工商時報Podcast episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!