市場觀測站EP44│美債、日圓到底升不升？鷹鴿交戰的關鍵專家這樣看 feat.渣打銀行財富管理投資策略部主管劉家豪

今年市場上不斷出現「不如預期」、「說好了卻不算數」、「見跌不跌，該漲又漲不動」的異象，諸如「聯準會升息見頂」說了一整年，指標債券殖利率也走多了一整年；以巴軍事衝突下，避險資金紛紛撤出避險部位；再說，日本央行「將」出手護日圓，實際上卻進一步擴大了美日利差。全球市場今年如此多的異象，投資民眾的資產配置下一步該怎麼走？ 🎙️主持人：工商時報編輯部副主任 #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：該發生的都沒發生市場見鬼了？以巴軍事衝突能避險的債券價格為何大跌？聯準會12月還升息嗎？渣打最新分析二次通膨隱憂歷史教訓如何影響決策自營債券部位虧大錢為何金融類股持續看好？日圓又貶！日本央行是要救經濟？還是救日圓？日圓兌美元匯率終究輸給了「它」年底前的日圓走勢觀察這2關鍵 ☆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EP44│美債、日圓到底升不升？鷹鴿交戰的關鍵專家這樣看 feat.渣打銀行財富管理投資策略部主管劉家豪

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