2025年全球市场的头号主题：“更高更久”重来

华尔街见闻12-24 11:39

随着时间迈入2025年，全球金融市场面临着一个关键主题：利率“更高更久”。近期，资管巨头阿波罗首席经济学家Torsten Sløk在专栏文章中提到，从三个角度来看，美国利率预期都在上扬：短期利率预期上升：美联储官员持续上调上调联邦基金利率预期，预计到2026年底联邦基金利率将维持在目前的水平。长期利率预期攀升：美联储对长期联邦基金利率的预期也在不断上调，反映出官员们对经济长期增长和通胀...

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