市場觀測站EP181│Fed政策「朦朧美」攪動股債匯債市補漲空間浮現 Ft.凱基銀行財富管理處理財規劃部資深協理廖亭亭

近周來，市場多空不明、投資人無所適從，財管專家解讀，是聯準會新時代、新作風的政策「朦朧美」所致。新任主席華許意在擺脫市場預期綁架，行動上更為謹慎，放飛升息雜音不斷。在此背景下，債券投資的下行風險降低，補漲機會浮現。外匯市場二大貨幣，美元有利差支撐，短期易漲難跌；日圓則持續承壓，除非日本央行意外舉措、引發空頭回補，否則難以迎來轉機。 🎙️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：凱基銀行財富管理處理財規劃部資深協理 #廖亭亭 🖊本集重點：師承葛林斯潘華許「貓頭鷹」作風登場市場重估Fed語言升息門檻高高在上 AI通膨有限終端買氣成觀察點債蛙焦慮可降溫時時念著「好債有你」美元高檔有撐上行空間受限日圓反轉不易低息資金睡著太可惜 ☆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/ -- Hosting provided by SoundOn

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市場觀測站EP181│Fed政策「朦朧美」攪動股債匯債市補漲空間浮現 Ft.凱基銀行財富管理處理財規劃部資深協理廖亭亭

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