市場觀測站EP75│歐美降息步調不一股債配置小心這一風險 feat.瑞銀投信投資研究部助理副總裁黃銘功

市場投資人關注的各國央行利率決策，6月歐洲央行（ECB）決議2019年來的第一次降息，搶在美國聯準會疫後的第一次之前。降息時點的不一致，影響了歐、美的股債市場走勢。歐洲股／債隨著歐洲經濟的「華麗轉身」，展現身手跟進今年來屢創新高的美股，高品質的歐債讓投資人先嚐資本利得的甜頭。這些可能美好的下半年市況，還有一先決條件：通膨怪獸不能再爆衝～ 🎙️主持人：工商時報編輯部副主任 #陳碧芬 🎙️來賓：瑞銀投信投資研究部助理副總裁 #黃銘功本集重點： 1. 歐洲央行降息 2. 美國通膨趨緩確立 3. 下半年美國經濟穩中透堅 4. 美總統大選衝擊資本市場？ 5. 美債、歐債下半年趨勢評估 ☆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EP75│歐美降息步調不一股債配置小心這一風險 feat.瑞銀投信投資研究部助理副總裁黃銘功

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