市場觀測站EP186│華許省話模式難倒華爾街股債資金一再洗牌 Ft. 富邦金控首席經濟學家羅瑋

美國通膨降溫，暫時壓低9月升息預期，AI基礎建設與記憶體股率先反彈，但長債殖利率與期限溢酬仍處高檔，市場尚未解除股債再定價的重重壓力。金控首席經濟學家指出，貨幣政策淡化前瞻指引後，投資決策不能再只押注下一次利率動向，必須同步追蹤通膨、就業、能源價格與融資成本；投資布局更需保留調整空間，提高資產配置的韌性，才得以因應突發的市場意外。 🎙️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：富邦金控首席經濟學家 #羅瑋 🖊本集重點：通膨降溫長債壓力仍未退政策不再導航數據接管定價 AI是引擎、也是巨獸改寫估值邏輯穩匯率、控利率項項是高難度挑戰全球央行政策分岔背後原因互異面對無預告時代配置韌性成唯一解方 ☆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/ －－－－以下為 SoundOn 動態廣告－－－－準備賣房嗎？即日起至12月31日，把房屋專任委託給台南住商不動產，即可參加「好友五吉」抽獎活動，賣房抽五機~有機會抽中最新 iPhone 18！錦上添花, 好運大獎拿不完! 詳情請洽台南住商任一加盟店。 https://sofm.pse.is/9glvyv -- Hosting provided by SoundOn

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市場觀測站EP186│華許省話模式難倒華爾街股債資金一再洗牌 Ft. 富邦金控首席經濟學家羅瑋

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