市場觀測站EP183│油價牽動利率鐘擺股債黃金外幣投資邏輯轉向 Ft. 渣打銀行財富管理投資策略部主管劉家豪

中東衝突再度擴大，不僅油價瞬間破百，更讓聯準會的政策路徑再次模糊。迫使全球市場同時面對通膨、利率與獲利轉化的三重壓力。財管專家從結構性因素解讀，聯準會今年升息門檻高、降息必要性低，政策主軸仍是等待能源與通膨數據。需注意的是，利率迷霧也干擾了日圓無法轉強、黃金價格短線受制。 🎙️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：渣打銀行財富管理投資策略部主管 #劉家豪 🖊本集重點： ¨ 國際油價成為利率政策總開關 ¨ 升息無用，降息無據 Fed謹守「等字訣」 ¨ 長債鎖利、短債圖利，債市投資邏輯丕變 ¨ 東京困境，解方在華盛頓，日銀政策失靈 ¨ 戰火未必推升金價央行買盤出現雜訊 ¨ 守住長線角色黃金配置不追戰爭行情 ☆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 -- Hosting provided by SoundOn

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市場觀測站EP183│油價牽動利率鐘擺股債黃金外幣投資邏輯轉向 Ft. 渣打銀行財富管理投資策略部主管劉家豪

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