美银复盘1970s：大通胀时代下的资产轮动

华尔街见闻2022-03-19

上周，美联储加息落地，美股却大幅反弹。对此，有“华尔街最悲观分析师”之称的美银策略师Michael Hartnett认为，这场反弹不过是熊市的“暂时停火”，“衰退冲击”即将开始。Hartnett解释道，历史性的逼空在很大程度上促成了市场的大范围融涨：这不过是一场“熊市停火反弹”（"bear market ceasefire rally" ），因为世界继续陷入滞胀的炼狱，真正的熊市要到衰退开始时才会...

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616eafa8
2022-03-19
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href=https://wallstreetcn.com/articles/3654678><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>上周，美联储加息落地，美股却大幅反弹。对此，有“华尔街最悲观分析师”之称的美银策略师Michael Hartnett认为，这场反弹不过是熊市的“暂时停火”，“衰退冲击”即将开始。Hartnett解释道，历史性的逼空在很大程度上促成了市场的大范围融涨：这不过是一场“熊市停火反弹”（\"bear market ceasefire rally\" ），因为世界继续陷入滞胀的炼狱，真正的熊市要到衰退开始时才会...</p>\n\n<a 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